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Building 2PLAYBOOK

Map pinSAN FRANCISCO, CA
Phone415-805-2040
NotebookSEC #801-122949
Total AUM
$2.2M
Employees
11
Clients
3,053

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE LETTERMAN DRIVE
BUILDING C, SUITE 3500
SAN FRANCISCO
CA 94129
United States
Operating Hours
8:00AM - 5:30PM
Monday - Friday
Phone
415-805-2040

ReceiptFinancials

Total AUM
$2.2M
Accounts
3,053
Discretionary
$2.2M
Accounts
3,053
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,949
AUM
$1.8M
HNW Individual Clients
104
AUM
$350K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other Fee
Other Compensation
NO COMP. FOR IA SVCS; MEMBERSHIP FEE TO AFFILIATE

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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