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THE INVESTMENT AND PHILANTHROPY CORPORATION
CRD 118178
44 ANCHORAGE ROAD, SAUSALITO, CA, 94965, United States
Phone
415-337-0929
Fax
NONE
Registration
— (—)
Source
State registered
Total AUM
$24.0M
Discretionary AUM
$24.0M
Team
2 total employees; 2 advisory reps; 36 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-06-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $13.5M |
| High net worth individuals | 5 | $9.0M |
| Charitable organizations | 2 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD