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Building 2SECURITY GLOBAL INVESTORS

Map pinSAN FRANCISCO, CA
Phone415-274-7700
NotebookSEC #801-67943
Total AUM
$739.7M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 MONTGOMERY STEET
2ND FLOOR
SAN FRANCISCO
CA 94133-5164
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
415-274-7700

ReceiptFinancials

Total AUM
$739.7M
Accounts
13
Discretionary
$739.7M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTKS

HandshakeAffiliates

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Affiliates
Reported 27 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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