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Building 2GATES PASS ADVISORS, LLC

Map pinLOS ALTOS, CA
Phone650-797-0280
NotebookSEC #801-123686
Total AUM
$207.6M
Employees
3
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
280 2ND STREET
SUITE 280
LOS ALTOS
CA 94022
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
650-797-0280
Other Offices
1

ReceiptFinancials

Total AUM
$207.6M
Accounts
279
Discretionary
$207.6M
Accounts
279
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$3.2M
HNW Individual Clients
63
AUM
$204.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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