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Home > Retirement Planners > california > san francisco > VERNAL POINT ADVISORS, LLC
VERNAL POINT ADVISORS, LLC
235 Pine St
Suite 1225
San Francisco, California 94104
Tel: 415-237-3530
About VERNAL POINT ADVISORS, LLC
VERNAL POINT ADVISORS, LLC, formally registered with the SEC as VERNAL POINT ADVISORS, LLC. The firm was established in 02/09/2015. They have over 1 offices throughout the country.
VERNAL POINT ADVISORS, LLC is a San Francisco, California based Financial Planning firm with nearly $1,594,146,000 assets under management, offering retirement planning & investment advisory services to 229 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166587 |
| SEC# | 801-80962 |
| Assets Managed by Firm | $1,594,146,000 |
| No. of Clients | 229 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (FAMILY OFFICE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 229 | $1,594,146,000 |
| High net worth individuals | 17 | $1,355,332,000 |
| Charitable organizations | 11 | $191,864,000 |
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