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Building 2SENSIBA SAN FILIPPO FINANCIAL ADVISERS LLC

Map pinSAN MATEO, CA
Phone650-358-9000
NotebookSEC #801-68811
Total AUM
$43.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2929 CAMPUS DRIVE
SUITE 225
SAN MATEO
CA 94403
United States
Operating Hours
8:30 AM-5:00 PM
Monday - Friday
Phone
650-358-9000

ReceiptFinancials

Total AUM
$43.7M
Accounts
42
Discretionary
$6.5M
Accounts
2
Non-Discretionary
$37.1M
Accounts
40

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSET ALLOCATION ANALYSES
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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