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Home > Retirement Planners > california > greenbrae > SLOW CAPITAL, INC.
SLOW CAPITAL, INC.
300b Drakes Landing Road
Suite 190
Greenbrae, California 94904
Tel: 415-727-7569
About SLOW CAPITAL, INC.
SLOW CAPITAL, INC, formally registered with the SEC as SLOW CAPITAL, INC. The firm was established in 03/08/2017. They have over 1 offices throughout the country.
SLOW CAPITAL, INC. is a Greenbrae, California based Financial Planning firm with nearly $809,895,992 assets under management, offering retirement planning & investment advisory services to 424 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286688 |
| SEC# | 801-110032 |
| Assets Managed by Firm | $809,895,992 |
| No. of Clients | 424 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (SUB-ADVISORY SERVICES TO REGISTERED INVESTMENT ADVISERS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 424 | $809,895,992 |
| Individuals (other than high net worth individuals) | 19 | $3,910,487 |
| High net worth individuals | 69 | $185,546,219 |
| Charitable organizations | 1 | $3,379,602 |
| Other investment advisers | 5 | $614,258,459 |
| Corporations or other businesses | 1 | $2,537,083 |
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