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Building 2CHROME ADVISORS

Map pinSAN FRANCISCO, CA
Phone415-818-9005
NotebookSEC #801-129790
Total AUM
$152M
Employees
2
Clients
124

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
9 AM - 5PM
Monday - Friday
Phone
415-818-9005

ReceiptFinancials

Total AUM
$152M
Accounts
375
Discretionary
$124M
Accounts
278
Non-Discretionary
$28M
Accounts
97

ContactClients

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Individual Clients
48
AUM
$19.1M
HNW Individual Clients
36
AUM
$123.3M
Pension/Profit Sharing Plan Clients
5
AUM
$4.1M
Insurance Company Clients
35
AUM
$5.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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