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Home > Retirement Planners > california > menlo park > ALLOCATE MANAGEMENT COMPANY, LLC
ALLOCATE MANAGEMENT COMPANY, LLC
1300 El Camino Real
Suite 100
Menlo Park, California 94025
Tel: 650-260-3431
About ALLOCATE MANAGEMENT COMPANY, LLC
ALLOCATE MANAGEMENT COMPANY, LLC, formally registered with the SEC as ALLOCATE MANAGEMENT COMPANY, LLC. The firm was established in 09/30/2022. They have over 1 offices throughout the country.
ALLOCATE MANAGEMENT COMPANY, LLC is a Menlo Park, California based Financial Planning firm with nearly $482,048,447 assets under management, offering retirement planning & investment advisory services to 45 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316814 |
| SEC# | 801-126667 |
| Assets Managed by Firm | $482,048,447 |
| No. of Clients | 45 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 45 | $482,048,447 |
| High net worth individuals | 12 | $84,971,201 |
| Other investment advisers | Fewer than 5 clients | $13,380,434 |
| Corporations or other businesses | Fewer than 5 clients | $76,938,407 |
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