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Building 2INTERNATIONAL ASSET MANAGEMENT

Map pinSAN MATEO, CA
Phone415-358-0138
NotebookSEC #801-132369
Total AUM
$173.1M
Employees
5
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
411 BOREL AVENUE
SUITE 502
SAN MATEO
CA 94402
United States
Operating Hours
08:30 - 17:00
Monday - Friday
Phone
415-358-0138

ReceiptFinancials

Total AUM
$173.1M
Accounts
424
Discretionary
$173.1M
Accounts
424
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
133
AUM
$65.4M
HNW Individual Clients
55
AUM
$105.8M
Corporation or Business Clients
2
AUM
$1.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO ANALYSIS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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