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Building 2EVNINE & ASSOCIATES

Map pinSAN FRANCISCO, CA
Phone415-830-4300
NotebookSEC #801-60946
Total AUM
$449.5M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
456 MONTGOMERY STREET
8TH FLOOR
SAN FRANCISCO
CA 94104-1241
United States
Operating Hours
08:00 - 17:00
Monday - Friday
Phone
415-830-4300

ReceiptFinancials

Total AUM
$449.5M
Accounts
7
Discretionary
$449.5M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Market TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
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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