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Building 2KIT COLE INVESTMENT ADVISORY SERVICES

Map pinSAN RAFAEL, CA
Phone415-457-9000
NotebookSEC #801-23293
Total AUM
$30.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
851 IRWIN ST, STE 301
SAN RAFAEL
CA 94901
USA
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
415-457-9000

ReceiptFinancials

Total AUM
$30.6M
Accounts
48
Discretionary
$30.6M
Accounts
48
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANV

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

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