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Home > Retirement Planners > california > oakland > CARBON COLLECTIVE INVESTING, LLC
CARBON COLLECTIVE INVESTING, LLC
2648 International Blvd
Ste 115
Oakland, California 94601
Tel: 925-268-8041
About CARBON COLLECTIVE INVESTING, LLC
CARBON COLLECTIVE INVESTING, LLC, formally registered with the SEC as CARBON COLLECTIVE INVESTING, LLC. The firm was established in 08/25/2020. They have over 1 offices throughout the country.
CARBON COLLECTIVE INVESTING, LLC is a Oakland, California based Financial Planning firm with nearly $122,867,425 assets under management, offering retirement planning & investment advisory services to 1136 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310129 |
| SEC# | 801-119296 |
| Assets Managed by Firm | $122,867,425 |
| No. of Clients | 1136 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1136 | $122,867,425 |
| Individuals (other than high net worth individuals) | 1033 | $41,701,357 |
| Pension and profit sharing plans | 100 | $52,566,523 |
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