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Building 2PROSPETTIVA FINANCIAL

Map pinSAN FRANCISCO, CA
Phone415-362-8636
NotebookSEC #801-123729
Total AUM
$128.7M
Employees
3
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22 BATTERY STREET
SUITE 426
SAN FRANCISCO
CA 94111
United States
Operating Hours
9-5PM
Monday - Friday
Phone
415-362-8636
Other Offices
3

ReceiptFinancials

Total AUM
$128.7M
Accounts
308
Discretionary
$128.7M
Accounts
308
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$7.3M
HNW Individual Clients
250
AUM
$104.2M
Pension/Profit Sharing Plan Clients
1
AUM
$3.9M
Charitable Organization Clients
1
AUM
$13.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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