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Building 2MONETARY MANAGEMENT CORPORATION

Map pinSAN FRANCISCO, CA
Phone(415) 981-9200
NotebookSEC #801-68017
Total AUM
$15M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 EMBARCADERO CENTER
SUITE 4100
SAN FRANCISCO
CA 94111
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(415) 981-9200

ReceiptFinancials

Total AUM
$15M
Accounts
98
Discretionary
$13.9M
Accounts
89
Non-Discretionary
$1.1M
Accounts
9

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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

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