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Home > Retirement Planners > california > san francisco > VOLT EQUITY LLC
VOLT EQUITY LLC
2193 Fillmore Street
San Francisco, California 94115-2223
Tel: 415-993-8658
About VOLT EQUITY LLC
VOLT EQUITY LLC, formally registered with the SEC as VOLT EQUITY LLC. The firm was established in 10/22/2020. They have over 1 offices throughout the country.
VOLT EQUITY LLC is a San Francisco, California based Financial Planning firm with nearly $4,772,153 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310402 |
| SEC# | 801-119673 |
| Assets Managed by Firm | $4,772,153 |
| No. of Clients | 1 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $4,772,153 |
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