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Building 2B|O|S

Map pinSAN FRANCISCO, CA
Phone415-781-8535
NotebookSEC #801-51641
Total AUM
$5B
Employees
40
Clients
899

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
345 CALIFORNIA STREET, SUITE 1100
SAN FRANCISCO
CA 94104
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
415-781-8535
Other Offices
1

ReceiptFinancials

Total AUM
$5B
Accounts
3,604
Discretionary
$4.3B
Accounts
3,465
Non-Discretionary
$748.9M
Accounts
139

ContactClients

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Individual Clients
113
AUM
$54.8M
HNW Individual Clients
762
AUM
$4.2B
Pension/Profit Sharing Plan Clients
4
AUM
$558.8M
Charitable Organization Clients
20
AUM
$246.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLILMANCNHNVNYOHORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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