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Building 2SAN FRANCISCO WEALTH PLANNING LLC

Map pin
Phone415-375-0537
NotebookSEC #801-136604
Total AUM
$112.3M
Employees
2
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
415-375-0537

ReceiptFinancials

Total AUM
$112.3M
Accounts
178
Discretionary
$112.3M
Accounts
178
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$11.4M
HNW Individual Clients
26
AUM
$100.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly 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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