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

Building 2STANFORD INVESTMENT GROUP, INC.

Map pinMOUNTAIN VIEW, CA
Phone650-941-1717
NotebookSEC #801-16773
Total AUM
$801.2M
Employees
16
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2570 W. EL CAMINO REAL
SUITE 520
MOUNTAIN VIEW
CA 94040
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
650-941-1717

ReceiptFinancials

Total AUM
$801.2M
Accounts
985
Discretionary
$778.1M
Accounts
983
Non-Discretionary
$23.2M
Accounts
2

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account