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Assets Under Management
$142.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 142.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 121359 |
| SEC Number | 801-132059 |
| Phone | (510) 601-1935 |
| Total Employees | 5 |
Client Count by Type (117 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 64 |
| Individuals (other than H… | 53 |
County data not available for this organization.