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Building 2FRANK, RIMERMAN ADVISORS LLC

Map pinPALO ALTO, CA
Phone650-845-8100
NotebookSEC #801-62201
Total AUM
$3.4B
Employees
5
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1801 PAGE MILL ROAD
PALO ALTO
CA 94304
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
650-845-8100
Other Offices
3

ReceiptFinancials

Total AUM
$3.4B
Accounts
438
Discretionary
$2.5B
Accounts
414
Non-Discretionary
$899.6M
Accounts
24

ContactClients

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HNW Individual Clients
106
AUM
$3.4B
Charitable Organization Clients
1
AUM
$7.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT PERFORMANCE REPORTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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