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Building 2OCCIDENTAL ASSET MANAGEMENT, LLC

Map pinBURLINGAME, CA
Phone650-344-1600
NotebookSEC #801-78516
Total AUM
$1.1B
Employees
15
Clients
908

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 CALIFORNIA DRIVE #9
BURLINGAME
CA 94010
United States
Operating Hours
7:30 AM - 4:00 PM
Monday - Friday
Phone
650-344-1600
Other Offices
4

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,921
Discretionary
$1.1B
Accounts
1,921
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
908
AUM
$1.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCACOCTDEFLGAHIINLAMIMNMSNCNDNHNMPAPRSCTNTXVAVIWAWI

HandshakeAffiliates

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

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