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Building 2THE HEADLANDS GROUP, INC

Map pinLARKSPUR, CA
Phone415-464-9144
NotebookSEC #801-25385
Total AUM
$57M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 LARKSPUR LANDING CIRCLE
SUITE 202
LARKSPUR
CA 94939
United States
Operating Hours
6:30AM TO 5PM
Monday - Friday
Phone
415-464-9144

ReceiptFinancials

Total AUM
$57M
Accounts
87
Discretionary
$56.7M
Accounts
85
Non-Discretionary
$324.1K
Accounts
2

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

None reported

State Registrations

None reported

HandshakeAffiliates

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

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