Adviser Profile
| As of Date | 03/29/2021 |
| Registration status | Registration Changed to CHROMECORE, LLC |
| ADV Location | SAN FRANCISCO, CA, United States |
| AUM* | 67,800,000 |
| of that, discretionary | 55,700,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 398,824 |
| % High Net Worth | 25.97% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
56M
48M
40M
32M
24M
16M
8M
2020
2021
Private Funds
No private funds