Adviser Profile
| As of Date | 04/13/2025 |
| Registration status | Registration Changed to INDIVIDUAL ASSET MANAGEMENT, INC |
| ADV Location | SAN MATEO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 106,000,000 26% |
| of that, discretionary | 106,000,000 26% |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 361,775 5% |
| % High Net Worth | 24.83% 61% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds