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OCCIDENTAL ASSET MANAGEMENT, LLC

CRD 168650 · SEC 801-78516

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301 CALIFORNIA DRIVE #9, BURLINGAME, CA, 94010, United States

Phone

650-344-1600

Fax

650-745-7347

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.07B

Discretionary AUM

$1.07B

Team

15 total employees; 9 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals908$1.07B

States served

AL, AR, CA, CO, DE, GA, IN, LA, MA, MI, MN, MS, NM, NC, ND, PA, PR, SC, TN, VA, WI, VI, WA, TX, NH, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD