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Building 2INTEGRATED ASSET MANAGEMENT, LLC

Map pinMENLO PARK, CA
Phone650-233-5350
NotebookSEC #801-60046
Total AUM
$38.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3000 SAND HILL ROAD
SUITE 2-145
MENLO PARK
CA 94025
USA
Operating Hours
8:00-5:00
Monday - Friday
Phone
650-233-5350

ReceiptFinancials

Total AUM
$38.3M
Accounts
16
Discretionary
$38.3M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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