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PICO ASSOCIATES
TONY TADASHI PICO
CRD 136611
829 27TH AVENUE, 2ND FLOOR, OAKLAND, CA, 94601, United States
Phone
510-261-0700
Fax
888-366-3068
Registration
— (—)
Source
State registered
Total AUM
$11.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $2.6M |
| High net worth individuals | 6 | $8.4M |
All web addresses on file
Official SEC filing: View on IAPD