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Building 2MINDFUL MONEY

Map pinBERKELEY, CA
Phone510-848-0012
NotebookSEC #801-79017
Total AUM
$294.9M
Employees
7
Clients
288

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2150 SHATTUCK AVENUE
SUITE 700
BERKELEY
CA 94704
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
510-848-0012

ReceiptFinancials

Total AUM
$294.9M
Accounts
732
Discretionary
$294.9M
Accounts
732
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
191
AUM
$206.1M
HNW Individual Clients
95
AUM
$85M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Charitable Organization Clients
1
AUM
$2.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLHINYORTX

HandshakeAffiliates

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

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