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Building 2HUMPHREYS HENRIETTA GROUP

Map pinSAN FRANCISCO, CA
Phone415-928-0401
NotebookSEC #801-25100
Total AUM
$90.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3401 CLAY ST., STE 703
SAN FRANCISCO
CA 94118
USA
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
415-928-0401

ReceiptFinancials

Total AUM
$90.9M
Accounts
83
Discretionary
$90.9M
Accounts
83
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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

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