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Building 2VAN WAGONER MANAGEMENT LLC

Map pinSAN FRANCISCO, CA
Phone415-981-9739
NotebookSEC #801-60095
Total AUM
$44.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
755 SANSOME STREET
SUITE 350
SAN FRANCISCO
CA 94111
USA
Operating Hours
6:00 AM TO 5:00 PM
Monday - Friday
Phone
415-981-9739

ReceiptFinancials

Total AUM
$44.6M
Accounts
3
Discretionary
$44.6M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Cause of Denial/SuspensionSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CA

HandshakeAffiliates

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

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