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Building 2CERTUS ASSET ADVISORS

Map pinSAN FRANCISCO, CA
Phone415-399-4450
NotebookSEC #801-49597
Total AUM
$8.6B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE BUSH STREET, STE. 450
SAN FRANCISCO
CA 94104
USA
Operating Hours
7:00A.M. TO 5:00P.M.
Monday - Friday
Phone
415-399-4450

ReceiptFinancials

Total AUM
$8.6B
Accounts
31
Discretionary
$4.1B
Accounts
17
Non-Discretionary
$4.5B
Accounts
14

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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