Adviser Profile
| As of Date | 03/31/2024 |
| Registration status | Terminated |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| AUM* | 66,080,242,938 -7% |
| of that, discretionary | 66,080,242,938 -7% |
| Number of Employees | 26 |
| of those in investment advisory functions | 25 |
| Private Fund GAV* | 0 |
| Avg Account Size | 133,402 -12% |
| % High Net Worth | 7.38% -16% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
Reported AUM
90B
77B
64B
51B
39B
26B
13B
2015
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
No private funds
Employees
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|---|---|---|---|---|---|---|---|---|---|---|---|
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