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Building 2KFQ INVESTMENT ADVISORS LLC

Map pinSAN FRANCISCO, CA
Phone415-394-6670
NotebookSEC #801-61581
Total AUM
$5.1B
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 SPEAR ST.
SUITE 1100
SAN FRANCISCO
CA 94105
USA
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
415-394-6670

ReceiptFinancials

Total AUM
$5.1B
Accounts
2,493
Discretionary
$4.2B
Accounts
2,134
Non-Discretionary
$883.3M
Accounts
359

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTLANYTX

HandshakeAffiliates

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

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