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

Building 2MOMENT PARTNERS, LLC

Map pinSAN FRANCISCO, CA
Phone415-523-6868
NotebookSEC #801-131017
Total AUM
$1.2B
Employees
8
Clients
435

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
535 MISSION STREET
SUITE 2310
SAN FRANCISCO
CA 94105
United States
Operating Hours
7AM TO 4PM
Monday - Friday
Phone
415-523-6868

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,516
Discretionary
$632.2M
Accounts
727
Non-Discretionary
$556.3M
Accounts
789

ContactClients

View more in analytics →

Individual Clients
196
AUM
$78.1M
HNW Individual Clients
216
AUM
$839.1M
Pension/Profit Sharing Plan Clients
9
AUM
$9.9M
Charitable Organization Clients
1
AUM
$225.6K
Insurance Company Clients
1
AUM
$235.1M
Corporation or Business Clients
12
AUM
$26.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNVNYORTXWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account