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Building 2CPIC INTERNATIONAL

Map pinSAN FRANCISCO, CA
Phone415-989-1915
NotebookSEC #801-24109
Total AUM
$113.7M
Employees
3
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
244 CALIFORNIA ST. #710
SAN FRANCISCO
CA 94111
United States
Operating Hours
9-4
Monday - Friday
Phone
415-989-1915

ReceiptFinancials

Total AUM
$113.7M
Accounts
123
Discretionary
$113.7M
Accounts
123
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
121
AUM
$109.5M
Pension/Profit Sharing Plan Clients
2
AUM
$4.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMI

HandshakeAffiliates

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

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