MENLO EQUITIES LLC

2765 Sand Hill Road
Suite 200
Menlo Park, California 94025
Tel: 650-326-9300

About MENLO EQUITIES LLC

MENLO EQUITIES LLC, formally registered with the SEC as MENLO EQUITIES LLC. The firm was established in 03/26/2012. They have over 3 offices throughout the country.

MENLO EQUITIES LLC is a Menlo Park, California based Financial Planning firm with nearly $3,208,475,878 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162139
SEC#	801-74582
Assets Managed by Firm	$3,208,475,878
No. of Clients	10
No. of Advisors	41

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (ACQUISITION AND DISPOSITION FEES, PROPERTY MANAGEMENT FEES, ETC.)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$3,208,475,878
Corporations or other businesses	5	$366,105,361

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