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Building 2BAKERAVENUE

Map pinSAN FRANCISCO, CA
Phone415-986-1110
NotebookSEC #801-63576
Total AUM
$5.1B
Employees
57
Clients
1,024

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE EMBARCADERO CENTER
STE 2530
SAN FRANCISCO
CA 94111
United States
Operating Hours
7 A.M TO 5 P.M
Monday - Friday
Phone
415-986-1110
Other Offices
6

ReceiptFinancials

Total AUM
$5.1B
Accounts
3,690
Discretionary
$4.8B
Accounts
3,486
Non-Discretionary
$266.9M
Accounts
204

ContactClients

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Individual Clients
303
AUM
$322.2M
HNW Individual Clients
716
AUM
$4.5B
Charitable Organization Clients
5
AUM
$302.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAIDILINLAMAMDMINCNHNJNMNVNYOHOKORPASCTNTXVAWA

HandshakeAffiliates

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

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