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Building 2ST. CLAIRE ADVISORS, INC.

Map pinGREENBRAE, CA
Phone415-464-2266
NotebookSEC #801-60324
Total AUM
$35.4M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 DRAKES LANDING
SUITE 207
GREENBRAE
CA 94904
USA
Operating Hours
5:30-3:30
Monday - Friday
Phone
415-464-2266

ReceiptFinancials

Total AUM
$35.4M
Accounts
2
Discretionary
$35.4M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Market Timing
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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