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Building 2FOG CITY ADVISORS, LLC

Map pinALBANY, CA
Phone650-508-2020
NotebookSEC #801-133002
Total AUM
$143.6M
Employees
5
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
828 SAN PABLO AVE.
SUITE 210B
ALBANY
CA 94706
United States
Operating Hours
9-5
Monday - Friday
Phone
650-508-2020
Other Offices
2

ReceiptFinancials

Total AUM
$143.6M
Accounts
442
Discretionary
$143.6M
Accounts
442
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
52
AUM
$21.3M
HNW Individual Clients
60
AUM
$121.5M
Corporation or Business Clients
2
AUM
$796.4K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAUT

HandshakeAffiliates

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

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