156 Diablo Rd
Ste 250
Danville, California 94526
Tel: 415-529-6040
URSA FUND MANAGEMENT LLC, formally registered with the SEC as URSA FUND MANAGEMENT LLC. The firm was established in 06/16/2017. They have over 1 offices throughout the country.
URSA FUND MANAGEMENT LLC is a Danville, California based Financial Planning firm with nearly $633,586,173 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 283363 |
SEC# | 801-110698 |
Assets Managed by Firm | $633,586,173 |
No. of Clients | 2 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2 | $633,586,173 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Danville, California