Adviser Profile
| As of Date | 08/07/2026 |
| Registration | SEC, Approved, 01/29/2026 |
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| ADV Location | SAN RAFAEL, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 895,995,473 |
| of that, discretionary | 895,995,473 |
| Number of Employees | 21 |
| of those in investment advisory functions | 12 |
| Private Fund GAV* | 0 |
| Avg Account Size | 478,886 |
| % High Net Worth | 26.60% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
896M
768M
640M
512M
384M
256M
128M
2026
Private Funds
No private funds