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Building 2SCOBY ZOOK

Map pinPOINT REYES STATION, CA
Phone415-663-8505
NotebookSEC #801-62513
Total AUM
$38.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11431 STATE ROUTE 1 SUITE 4
POINT REYES STATION
CA 94956
United States
Operating Hours
9AM TO 5PM MOST DAYS
Monday - Friday
Phone
415-663-8505

ReceiptFinancials

Total AUM
$38.2M
Accounts
119
Discretionary
$38.2M
Accounts
119
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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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

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

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