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MONTCALM TCR LLC
16 Funston Ave
Suite A
San Francisco, California 94129
Tel: 415-326-7650
About MONTCALM TCR LLC
MONTCALM TCR LLC, formally registered with the SEC as MONTCALM TCR LLC. The firm was established in 10/02/2012. They have over 1 offices throughout the country.
MONTCALM TCR LLC is a San Francisco, California based Financial Planning firm with nearly $199,428,396 assets under management, offering retirement planning & investment advisory services to 840 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164521 |
| SEC# | 801-77138 |
| Assets Managed by Firm | $199,428,396 |
| No. of Clients | 840 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 840 | $199,428,396 |
| Individuals (other than high net worth individuals) | 70 | $26,634,749 |
| High net worth individuals | 47 | $170,369,919 |
| Charitable organizations | 2 | $2,423,728 |
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