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Home > Retirement Planners > california > larkspur > JACKSON SQUARE PARTNERS, LLC
JACKSON SQUARE PARTNERS, LLC
700 Larkspur Landing Circle
Suite 210
Larkspur, California 94939
Tel: 415 635-0220
About JACKSON SQUARE PARTNERS, LLC
JACKSON SQUARE PARTNERS, LLC, formally registered with the SEC as JACKSON SQUARE PARTNERS, LLC. The firm was established in 02/24/2014. They have over 2 offices throughout the country.
JACKSON SQUARE PARTNERS, LLC is a Larkspur, California based Financial Planning firm with nearly $3,109,972,630 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170064 |
| SEC# | 801-79255 |
| Assets Managed by Firm | $3,109,972,630 |
| No. of Clients | 25 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 25 | $3,109,972,630 |
| High net worth individuals | Fewer than 5 clients | $1,719,191 |
| Pension and profit sharing plans | 7 | $466,815,744 |
| Charitable organizations | Fewer than 5 clients | $21,852,367 |
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