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Building 2RICHARD A . SASO & ASSOCIATES INVESTMENT SECURITIES

Map pinSAN RAMON, CA
Phone925-275-9111
NotebookSEC #801-56873
Total AUM
$31.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3130 CROW CANYON PLACE
SUITE 200
SAN RAMON
CA 94583
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
925-275-9111

ReceiptFinancials

Total AUM
$31.8M
Accounts
229
Discretionary
$24.6M
Accounts
100
Non-Discretionary
$7.3M
Accounts
129

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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