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Building 2LEADING EDGE INVESTMENT ADVISORS,LLC

Map pinSAN FRANCISCO, CA
Phone415-217-7030
NotebookSEC #801-68249
Total AUM
$5.2B
Employees
13
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE EMBARCADERO CENTER
SUITE 1160
SAN FRANCISCO
CA 94111
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
415-217-7030

ReceiptFinancials

Total AUM
$5.2B
Accounts
12
Discretionary
$5.2B
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Government Entity Clients
12
AUM
$5.2B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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