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Building 2AFFIRMED FINANCIAL MANAGEMENT INC

Map pinSAN JOSE, CA
Phone408-295-2981
NotebookSEC #801-41656
Total AUM
$49.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 ALMADEN BLVD
STE 1080
SAN JOSE
CA 95113
USA
Operating Hours
8:00 AM - 5 PM
Monday - Friday
Phone
408-295-2981

ReceiptFinancials

Total AUM
$49.9M
Accounts
332
Discretionary
$29.7M
Accounts
164
Non-Discretionary
$20.2M
Accounts
168

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
CA

HandshakeAffiliates

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

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