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Building 2PENSERRA WEALTH MANAGEMENT

Map pinORINDA, CA
Phone4157179276
NotebookSEC #801-131343
Total AUM
$2.5M
Employees
2
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 ORINDA WAY,
100-A
ORINDA
CA 94563
United States
Operating Hours
7AM-230PM
Monday - Friday
Phone
4157179276

ReceiptFinancials

Total AUM
$2.5M
Accounts
8
Discretionary
$0
Accounts
0
Non-Discretionary
$2.5M
Accounts
8

ContactClients

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Individual Clients
8
AUM
$2.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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