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Building 2BALANCE CASH MANAGEMENT INC.

Map pinSAN FRANCISCO, CA
Phone916 205 9676
NotebookSEC #801-131620
Total AUM
$11.6M
Employees
10
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
124 OTSEGO AVE.
SAN FRANCISCO
CA 94112
United States
Operating Hours
9-5
Monday - Friday
Phone
916 205 9676

ReceiptFinancials

Total AUM
$11.6M
Accounts
52
Discretionary
$11.6M
Accounts
52
Non-Discretionary
$0
Accounts
0

ContactClients

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Corporation or Business Clients
52
AUM
$11.6M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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