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Building 2THINK DIFFERENT FINANCIAL PLANNING

Map pin
Phone650-387-0533
NotebookSEC #801-135763
Total AUM
$141.5M
Employees
2
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
650-387-0533
Other Offices
1

ReceiptFinancials

Total AUM
$141.5M
Accounts
202
Discretionary
$141.5M
Accounts
202
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$2.3M
HNW Individual Clients
41
AUM
$139.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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