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Building 2TAMALPAIS ASSET MANAGEMENT

Map pinLARKSPUR, CA
Phone415-723-8300
NotebookSEC #801-132936
Total AUM
$262.5M
Employees
4
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 LARKSPUR LANDING CIRCLE
SUITE 100
LARKSPUR
CA 94939
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
415-723-8300
Other Offices
1

ReceiptFinancials

Total AUM
$262.5M
Accounts
689
Discretionary
$262.5M
Accounts
689
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
187
AUM
$61.2M
HNW Individual Clients
74
AUM
$200.9M
Charitable Organization Clients
1
AUM
$64.8K
Other Clients
2
AUM
$344.7K
Description of Other Clients
ALTS

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTXWA

HandshakeAffiliates

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

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