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Building 2VERNAL POINT ADVISORS, LLC

Map pinSAN FRANCISCO, CA
Phone415-237-3530
NotebookSEC #801-80962
Total AUM
$3.9B
Employees
25
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
235 PINE ST
SUITE 1225
SAN FRANCISCO
CA 94104
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
415-237-3530

ReceiptFinancials

Total AUM
$3.9B
Accounts
255
Discretionary
$2.4B
Accounts
231
Non-Discretionary
$1.5B
Accounts
24

ContactClients

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HNW Individual Clients
18
AUM
$3.8B
Pooled Vehicle Clients
2
AUM
$111M
Charitable Organization Clients
1
AUM
$5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAKYPATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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