1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TMFS-SAN FRANCISCO-OAKLAND, LLC

Map pinSANTA CLARA, CA
Phone925-227.0555
NotebookSEC #801-63916
Total AUM
$249.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2350 MISSION COLLEGE BLVD., SUITE 450
SANTA CLARA
CA 95054
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
925-227.0555

ReceiptFinancials

Total AUM
$249.4M
Accounts
1,215
Discretionary
$249.4M
Accounts
1,215
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

Feature requires an account