OCCIDENTAL ASSET MANAGEMENT, LLC

301 California Drive #9
Burlingame, California 94010
Tel: 650-344-1600

About OCCIDENTAL ASSET MANAGEMENT, LLC

OCCIDENTAL ASSET MANAGEMENT, LLC, formally registered with the SEC as OCCIDENTAL ASSET MANAGEMENT, LLC. The firm was established in 09/06/2013. They have over 5 offices throughout the country.

OCCIDENTAL ASSET MANAGEMENT, LLC is a Burlingame, California based Financial Planning firm with nearly $796,083,948 assets under management, offering retirement planning & investment advisory services to 1713 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168650
SEC#	801-78516
Assets Managed by Firm	$796,083,948
No. of Clients	1713
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1713	$796,083,948
High net worth individuals	540	$796,083,948

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