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Building 2GARHWAL, CHAN & WILLIAMS INC.

Map pinSAN FRANCISCO, CA
Phone(415) 263-1900
NotebookSEC #801-134542
Total AUM
$133.6M
Employees
2
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 EMBARCADERO CENTER
SUITE 2310
SAN FRANCISCO
CA 94111
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(415) 263-1900

ReceiptFinancials

Total AUM
$133.6M
Accounts
75
Discretionary
$133.6M
Accounts
75
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
22
AUM
$120.7M
Pension/Profit Sharing Plan Clients
6
AUM
$10.7M
Charitable Organization Clients
1
AUM
$2.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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