1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CORGI STRATEGIES, LLC

Map pinSAN FRANCISCO, CA
Phone855-552-6744
NotebookSEC #801-134212
Total AUM
$10M
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
425 BUSH STREET
SUITE 500
SAN FRANCISCO
CA 94108-3726
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
855-552-6744

ReceiptFinancials

Total AUM
$10M
Accounts
1
Discretionary
$10M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Investment Company Clients
1
AUM
$10M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account