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Home > Retirement Planners > california > palo alto > SECTION PARTNERS MANAGEMENT, LLC
SECTION PARTNERS MANAGEMENT, LLC
525 University Avenue
Suite #24
Palo Alto, California 94301
Tel: (650) 294-8547
About SECTION PARTNERS MANAGEMENT, LLC
SECTION PARTNERS MANAGEMENT, LLC, formally registered with the SEC as SECTION PARTNERS MANAGEMENT, LLC. The firm was established in 07/29/2021. They have over 2 offices throughout the country.
SECTION PARTNERS MANAGEMENT, LLC is a Palo Alto, California based Financial Planning firm with nearly $588,000,103 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314618 |
| SEC# | 801-121934 |
| Assets Managed by Firm | $588,000,103 |
| No. of Clients | 12 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 12 | $588,000,103 |
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