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Building 2CRYSTAL ASSET MANAGEMENT, LLC

Map pinSAN FRANCISCO, CA
Phone800-365-5726
NotebookSEC #801-58241
Total AUM
$93.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE EMBARCADERO CENTER
SUITE 4100
SAN FRANCISCO
CA 94111
USA
Operating Hours
6:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
800-365-5726

ReceiptFinancials

Total AUM
$93.6M
Accounts
81
Discretionary
$93.6M
Accounts
81
Non-Discretionary
$0
Accounts
0

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 Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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