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Building 2FARTHER ASSET MANAGEMENT, LLC

Map pinSAN FRANCISCO, CA
Phone628-246-8004
NotebookSEC #801-128146
Total AUM
$2.9B
Employees
7
Clients
9,645

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
345 CALIFORNIA STREET
SUITE 600
SAN FRANCISCO
CA 94104
United States
Operating Hours
8-5
Monday - Friday
Phone
628-246-8004

ReceiptFinancials

Total AUM
$2.9B
Accounts
9,645
Discretionary
$2.9B
Accounts
9,645
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8,914
AUM
$1.7B
HNW Individual Clients
729
AUM
$1.2B
Pooled Vehicle Clients
2
AUM
$8.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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