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Building 2NWK GROUP

Map pinSAN FRANCISCO, CA
Phone415-248-2700
NotebookSEC #801-61649
Total AUM
$485.3M
Employees
6
Clients
213

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 CALIFORNIA STREET
SUITE 1500
SAN FRANCISCO
CA 94111
United States
Operating Hours
8:00AM-4:00PM
Monday - Friday
Phone
415-248-2700

ReceiptFinancials

Total AUM
$485.3M
Accounts
458
Discretionary
$474.9M
Accounts
457
Non-Discretionary
$10.4M
Accounts
1

ContactClients

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Individual Clients
102
AUM
$45.7M
HNW Individual Clients
105
AUM
$392.2M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Charitable Organization Clients
2
AUM
$30.9M
Corporation or Business Clients
3
AUM
$14.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYORTX

HandshakeAffiliates

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

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