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MENLO ADVISORS LLC
659 Oak Grove Avenue
Suite 207
Menlo Park, California 94025
Tel: 650-688-0300
About MENLO ADVISORS LLC
MENLO ADVISORS LLC, formally registered with the SEC as MENLO ADVISORS LLC. The firm was established in 10/11/2002. They have over 1 offices throughout the country.
MENLO ADVISORS LLC is a Menlo Park, California based Financial Planning firm with nearly $283,261,076 assets under management, offering retirement planning & investment advisory services to 109 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122721 |
| SEC# | 801-61504 |
| Assets Managed by Firm | $283,261,076 |
| No. of Clients | 109 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Performance Based
- Other (MINIMUM FEE)
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 | 109 | $283,261,076 |
| Individuals (other than high net worth individuals) | 13 | $3,373,745 |
| High net worth individuals | 29 | $256,168,129 |
| Charitable organizations | 4 | $15,249,495 |
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