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Building 2ARTA FINANCE

Map pinMOUNTAIN VIEW, CA
Phone650-318-3898
NotebookSEC #801-123662
Total AUM
$153.4M
Employees
68
Clients
1,043

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
153 CASTRO STREET
SUITE 200
MOUNTAIN VIEW
CA 94041
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
650-318-3898
Other Offices
1

ReceiptFinancials

Total AUM
$153.4M
Accounts
1,091
Discretionary
$153.4M
Accounts
1,091
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1,043
AUM
$153.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLGAILLAMAMDMINCNENHNJNVNYOHORPASDTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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