1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ARIMATHEA

Map pinFORT BRAGG, CA
Phone707-813-7070
NotebookSEC #801-129748
Total AUM
$39.9M
Employees
5
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
319 N MAIN ST
FORT BRAGG
CA 95437
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
707-813-7070
Other Offices
1

ReceiptFinancials

Total AUM
$39.9M
Accounts
103
Discretionary
$39.9M
Accounts
103
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
23
AUM
$15.2M
HNW Individual Clients
1
AUM
$3.3M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$21.5M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMONCNYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account