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Building 2PENINSULA WEALTH, LLC

Map pinSAN FRANCISCO, CA
Phone(415) 678-5360
NotebookSEC #801-71025
Total AUM
$676.4M
Employees
7
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 TOWNSEND STREET
SUITE 411
SAN FRANCISCO
CA 94107
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
(415) 678-5360

ReceiptFinancials

Total AUM
$676.4M
Accounts
1,106
Discretionary
$676.4M
Accounts
1,106
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
133
AUM
$676.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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