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Building 2NOLLENBERGER CAPITAL PARTNERS, INC.

Map pinSAN FRANCISCO, CA
Phone415-402-6000
NotebookSEC #801-64546
Total AUM
$210.8M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 CALIFORNIA STREET
SUITE 3100
SAN FRANCISCO
CA 94111
United States
Operating Hours
7:00 AM TO 4:00 PM
Monday - Friday
Phone
415-402-6000

ReceiptFinancials

Total AUM
$210.8M
Accounts
460
Discretionary
$161.6M
Accounts
322
Non-Discretionary
$49.2M
Accounts
138

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Regulatory ProceedingSRO Rule Violation
State Registrations
AZCACOFLHIIDILMDMIMTNCNJNMNVNYORPASDTXUTVAWA

HandshakeAffiliates

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

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