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Building 2FORD & ASSOCIATES

Map pinMOUNTAIN VIEW, CA
Phone650-964-7770
NotebookSEC #801-20933
Total AUM
$58M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2685 MARINE WAY #1220
MOUNTAIN VIEW
CA 94043
United States
Operating Hours
8AM-6PM
Monday - Friday
Phone
650-964-7770

ReceiptFinancials

Total AUM
$58M
Accounts
36
Discretionary
$58M
Accounts
36
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CA

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

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