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Building 2THINKEQUITY LLC

Map pinSAN FRANCISCO, CA
Phone415-249-2900
NotebookSEC #801-63835
Total AUM
$172.1M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 MONTGOMERY STREET
3RD FLOOR
SAN FRANCISCO
CA 94111
United States
Operating Hours
6AM TO 5PM
Monday - Friday
Phone
415-249-2900

ReceiptFinancials

Total AUM
$172.1M
Accounts
416
Discretionary
$172.1M
Accounts
416
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO REPORTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)SRO Rule Violation
State Registrations
AZCACTDCFLILMAMDMIMNMONCNYOHORPAWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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