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Building 2ASSEMBLY WEALTH

Map pinMILL VALLEY, CA
Phone415-541-7774
NotebookSEC #801-57629
Total AUM
$336.7M
Employees
9
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
319 MILLER AVENUE
MILL VALLEY
CA 94941
United States
Operating Hours
M-TH: 6:30 AM-4:00 PM AND F: 6:30AM - 2:30PM
Monday - Friday
Phone
415-541-7774

ReceiptFinancials

Total AUM
$336.7M
Accounts
455
Discretionary
$336.7M
Accounts
455
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
180
AUM
$178.4M
HNW Individual Clients
29
AUM
$158.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNENJNYPATXWA

HandshakeAffiliates

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

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