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Building 2DUNCAN & BRANSON

Map pinBURLINGAME, CA
Phone650-685-0870
NotebookSEC #801-38608
Total AUM
$90.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1290 HOWARD AVENUE
SUITE 323
BURLINGAME
CA 94010
USA
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
650-685-0870

ReceiptFinancials

Total AUM
$90.7M
Accounts
12
Discretionary
$90.7M
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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