10 Jackson Street
Suite 201
Los Gatos, California 95030
Tel: 415-407-2700
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC, formally registered with the SEC as PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC. The firm was established in 09/17/2015. They have over 1 offices throughout the country.
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC is a Los Gatos, California based Financial Planning firm with nearly $113,062,083 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 173288 |
SEC# | 801-80873 |
Assets Managed by Firm | $113,062,083 |
No. of Clients | 14 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 14 | $113,062,083 |
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 |
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