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Building 2ROBERT ALAN YAGER

Map pinSAN JOSE, CA
Phone408-978-2214 X 240
NotebookSEC #801-56685
Total AUM
$3.5M
Employees
1
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4820 HARWOOD ROAD
SUITE 240
SAN JOSE
CA 95124
United States
Operating Hours
7:30-4:30
Monday - Friday
Phone
408-978-2214 X 240

ReceiptFinancials

Total AUM
$3.5M
Accounts
5
Discretionary
$500K
Accounts
4
Non-Discretionary
$3M
Accounts
1

ContactClients

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Individual Clients
1
AUM
$500K
HNW Individual Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges 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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