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Building 2NIGHTINGALE FINANCIAL ADVISORY

Map pinPALO ALTO, CA
Phone650-843-0760
NotebookSEC #801-66807
Total AUM
$24.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2600 EL CAMINO REAL, SUITE 220
PALO ALTO
CA 94306
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
650-843-0760

ReceiptFinancials

Total AUM
$24.6M
Accounts
115
Discretionary
$23.9M
Accounts
100
Non-Discretionary
$700K
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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