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Building 2KETRON FINANCIAL LLC

Map pinNOVATO, CA
Phone415-892-0928
NotebookSEC #801-130222
Total AUM
$384M
Employees
5
Clients
262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 GRANT AVE STE 238
NOVATO
CA 94945
United States
Operating Hours
11:00AM - 3:00PM
Monday - Friday
Phone
415-892-0928

ReceiptFinancials

Total AUM
$384M
Accounts
733
Discretionary
$384M
Accounts
733
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
166
AUM
$50M
HNW Individual Clients
86
AUM
$325.3M
Pension/Profit Sharing Plan Clients
3
AUM
$2.5M
Charitable Organization Clients
4
AUM
$5.7M
Corporation or Business Clients
3
AUM
$387.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANVORTXWA

HandshakeAffiliates

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

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