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Building 2CROCKER SECURITIES LLC

Map pinWALNUT CREEK, CA
Phone925-941-1541
NotebookSEC #801-68350
Total AUM
$76.4M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2999 OAK ROAD
SUITE 1010
WALNUT CREEK
CA 94597
USA
Operating Hours
6:30-3:00 PST
Monday - Friday
Phone
925-941-1541

ReceiptFinancials

Total AUM
$76.4M
Accounts
94
Discretionary
$0
Accounts
0
Non-Discretionary
$76.4M
Accounts
94

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges 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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