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Building 2HANKE & APOLONIO WEALTH ADVISORS LLC

Map pinSAN FRANCISCO, CA
Phone415-781-6300
NotebookSEC #801-131700
Total AUM
$167.3M
Employees
3
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
177 POST STREET, SUITE 800
SAN FRANCISCO
CA 94108-4729
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
415-781-6300

ReceiptFinancials

Total AUM
$167.3M
Accounts
313
Discretionary
$137.6M
Accounts
297
Non-Discretionary
$29.7M
Accounts
16

ContactClients

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Individual Clients
52
AUM
$20.2M
HNW Individual Clients
47
AUM
$147.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

HandshakeAffiliates

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

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