1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ORINDA ASSET MANAGEMENT LLC

Map pinLAFAYETTE, CA
Phone925-253-1300
NotebookSEC #801-72126
Total AUM
$171.2M
Employees
6
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3658 MT DIABLO BLVD STE 220
LAFAYETTE
CA 94549-4006
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
925-253-1300

ReceiptFinancials

Total AUM
$171.2M
Accounts
1
Discretionary
$171.2M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Investment Company Clients
1
AUM
$171.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementOther Services
Other Services
MARKETING SUPPORT SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
MARKETING SUPPORT SERVICES FEE

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account