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Building 2CORE ASSET MANAGEMENT COMPANY

Map pinSAUSALITO, CA
Phone415-332-2000
NotebookSEC #801-15480
Total AUM
$62.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
108 CALEDONIA STREET
SAUSALITO
CA 94965
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
415-332-2000

ReceiptFinancials

Total AUM
$62.3M
Accounts
217
Discretionary
$62.3M
Accounts
217
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
GENERAL INVESTMENT ADVICE TO AN UNAFFILIATED INVESTMENT ADVISORY FIRM
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALA

HandshakeAffiliates

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

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