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Home > Retirement Planners > california > san carlos > PROPEL VENTURE PARTNERS MANAGEMENT CO.
PROPEL VENTURE PARTNERS MANAGEMENT CO.
680 Walnut Street
San Carlos, California 94070
Tel: 415-754-9344
About PROPEL VENTURE PARTNERS MANAGEMENT CO.
PROPEL VENTURE PARTNERS MANAGEMENT CO, formally registered with the SEC as PROPEL VENTURE PARTNERS MANAGEMENT CO. The firm was established in 05/02/2022. They have over 2 offices throughout the country.
PROPEL VENTURE PARTNERS MANAGEMENT CO. is a San Carlos, California based Financial Planning firm with nearly $749,004,150 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283261 |
| SEC# | 801-124861 |
| Assets Managed by Firm | $749,004,150 |
| No. of Clients | 7 |
| No. of Advisors | 6 |
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 | 7 | $749,004,150 |
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