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Building 2JOHNSON MAROTTA

Map pinPALO ALTO, CA
Phone650-494-2733
NotebookSEC #801-31529
Total AUM
$122.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2600 EL CAMINO REAL
SUITE 500
PALO ALTO
CA 94306
United States
Operating Hours
9:30 AM - 5:00 PM
Monday - Friday
Phone
650-494-2733

ReceiptFinancials

Total AUM
$122.1M
Accounts
126
Discretionary
$122.1M
Accounts
126
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

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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