{{ Info.Overview }}
Adviser Profile
| As of Date | 08/31/2021 |
| Registration status | Terminated |
| ADV Location | SAN LEANDRO, CA, United States |
| Contact Info | (41 xxxxxxx |
| Websites |
| AUM* | 191,307,119 |
| of that, discretionary | 191,307,119 4% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 503,440 4% |
| % High Net Worth | 63.16% -5% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
191M
164M
137M
109M
82M
55M
27M
2018
2019
2020
2021
Private Funds
No private funds