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Building 2DECISION ANALYTICS

Map pinSAN MATEO, CA
Phone415-249-2600
NotebookSEC #801-51520
Total AUM
$5B
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3182 CAMPUS DR
STE 383
SAN MATEO
CA 94403
United States
Operating Hours
8:00A.M. TO 5:00P.M.
Monday - Friday
Phone
415-249-2600

ReceiptFinancials

Total AUM
$5B
Accounts
11
Discretionary
$0
Accounts
0
Non-Discretionary
$5B
Accounts
11

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges 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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