Adviser Profile
| As of Date | 09/17/2026 |
| Registration | SEC, Approved, 07/24/1987 |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 30,690 5% |
| of those in investment advisory functions | 4,127 16% |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Related adviser
Client Types
Advisory Activities
- Financial planning services
- Selection of other advisers
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name DELOITTE & TOUCHE LLP | Filing Date09/11/2026 | Form ADV-E View Report |
| Accounting Firm Name DELOITTE & TOUCHE LLP | Filing Date01/23/2026 | Form ADV-E View Report |
| Accounting Firm Name DELOITTE & TOUCHE, LLP | Filing Date02/24/2025 | Form ADV-E View Report |
| Accounting Firm Name DELOITTE & TOUCHE, LLP | Filing Date01/19/2024 | Form ADV-E View Report |