| As of Date | 07/21/2026 |
| Registration | SEC, Approved, 06/04/1992 |
| ADV Location | MENLO PARK, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 582,198,850 45% |
| of that, discretionary | 463,877,550 18% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,146,061 27% |
| % High Net Worth | 79.14% -4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name FRANK, RIMERMAN + CO. LLP | Filing Date10/23/2025 | Form ADV-E View Report |
| Accounting Firm Name FRANK, RIMERMAN + CO. LLP | Filing Date10/23/2024 | Form ADV-E View Report |
| Accounting Firm Name FRANK RIMERMAN & CO, LLP | Filing Date10/18/2023 | Form ADV-E View Report |