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Building 2ANNADEL CAPITAL

Map pinSAN RAFAEL, CA
Phone415-499-1901
NotebookSEC #801-63416
Total AUM
$35.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
899 NORTHGATE DRIVE
SUITE 302
SAN RAFAEL
CA 94903-3667
United States
Operating Hours
8:30 TO 5
Monday - Friday
Phone
415-499-1901

ReceiptFinancials

Total AUM
$35.8M
Accounts
154
Discretionary
$5.4M
Accounts
63
Non-Discretionary
$30.4M
Accounts
91

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations

None reported

HandshakeAffiliates

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

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