SEVEN POST INVESTMENT OFFICE LP

One Montgomery Street
Suite 3150
San Francisco, California 94104-4505
Tel: (415) 341-9300

About SEVEN POST INVESTMENT OFFICE LP

SEVEN POST INVESTMENT OFFICE LP, formally registered with the SEC as SEVEN POST INVESTMENT OFFICE LP. The firm was established in 05/26/2011. They have over 1 offices throughout the country.

SEVEN POST INVESTMENT OFFICE LP is a San Francisco, California based Financial Planning firm with nearly $7,490,083,963 assets under management, offering retirement planning & investment advisory services to 215 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157435
SEC#	801-72411
Assets Managed by Firm	$7,490,083,963
No. of Clients	215
No. of Advisors	21

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (INVESTMENT CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	215	$7,490,083,963
Individuals (other than high net worth individuals)	7	$10,125,694
High net worth individuals	45	$2,939,349,951
Charitable organizations	Fewer than 5 clients	$10,364,881

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