HOMESTEAD CAPITAL USA, LLC

One Embarcadero Center
Suite 3860
San Francisco, California 94111
Tel: 415-369-9952

About HOMESTEAD CAPITAL USA, LLC

HOMESTEAD CAPITAL USA, LLC, formally registered with the SEC as HOMESTEAD CAPITAL USA, LLC. The firm was established in 08/31/2015. They have over 6 offices throughout the country.

HOMESTEAD CAPITAL USA, LLC is a San Francisco, California based Financial Planning firm with nearly $1,768,422,962 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281186
SEC#	801-106596
Assets Managed by Firm	$1,768,422,962
No. of Clients	6
No. of Advisors	19

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	6	$1,768,422,962

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