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Building 2BIG SKY ASSET MANAGEMENT LLC

Map pinSAN RAMON, CA
Phone925-790-2894
NotebookSEC #801-61915
Total AUM
$139.1M
Employees
1
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12657 ALCOSTA BOULEVARD
SUITE 400
SAN RAMON
CA 94583
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
925-790-2894

ReceiptFinancials

Total AUM
$139.1M
Accounts
3
Discretionary
$940.8K
Accounts
1
Non-Discretionary
$138.2M
Accounts
2

ContactClients

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HNW Individual Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$139.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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