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Building 2MIRADOR CAPITAL PARTNERS

Map pinPLEASANTON, CA
Phone925-621-1000
NotebookSEC #801-80585
Total AUM
$934.3M
Employees
15
Clients
644

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6700 KOLL CENTER PARKWAY
SUITE 230
PLEASANTON
CA 94566
United States
Operating Hours
6:30AM - 4PM
Monday - Friday
Phone
925-621-1000
Other Offices
2

ReceiptFinancials

Total AUM
$934.3M
Accounts
2,159
Discretionary
$934.3M
Accounts
2,159
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
406
AUM
$123.9M
HNW Individual Clients
223
AUM
$756M
Pension/Profit Sharing Plan Clients
3
AUM
$28.3M
Charitable Organization Clients
6
AUM
$8.6M
Corporation or Business Clients
6
AUM
$17.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLHIIDKYLANVNYORTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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