Adviser Profile
| As of Date | 06/08/2025 |
| Registration status | Registration Changed to MOUNT TAMALPAIS ASSET MANAGEMENT, LLC |
| ADV Location | LARKSPUR, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 209,461,440 3% |
| of that, discretionary | 209,461,440 3% |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 307,128 3% |
| % High Net Worth | 99.85% 1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1