Adviser Profile
| As of Date | 02/17/2023 |
| Registration status | Terminated |
| ADV Location | SAN RAFAEL, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 596,550,512 |
| of that, discretionary | 69,792,347 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 11,931,010 |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
527M
452M
376M
301M
226M
151M
75M
2016
2017
2018
2019
2020
2021
2022
Private Funds
No private funds