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Building 2DBA, ROBB HOLUB & ASSOCIATES

Map pinALAMO, CA
Phone925-820-3980 EXT. 128
NotebookSEC #801-58141
Total AUM
$28.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3201 DANVILLE BLVD, SUITE 100
ALAMO
CA 94507
USA
Operating Hours
6:30AM TO 5:00PM
Monday - Friday
Phone
925-820-3980 EXT. 128

ReceiptFinancials

Total AUM
$28.2M
Accounts
30
Discretionary
$27.9M
Accounts
29
Non-Discretionary
$300K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SRO Rule Violation
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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