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Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, LARKSPUR
6 advisers found
SEAFARER CAPITAL PARTNERS, LLC
Larkspur, CA
AUM
$3.38B
Wealth Mgmt
Team
10 advisors
Clients
0
Fees
Percentage of AUM
(415) 578-9080
RAUB BROCK CAPITAL MANAGEMENT, LP
Larkspur, CA
AUM
$2.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-927-6990
URBAN INVESTMENT ADVISORS
Larkspur, CA
AUM
$2.45B
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-461-8600
FORT BAKER CAPITAL MANAGEMENT LP
Larkspur, CA
AUM
$1.07B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-306-5508
PMB ADVISORS
Larkspur, CA
AUM
$117.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
415-336-5501
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