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THEOREM
400 Concar Dr
San Mateo, California 94402
Tel: 415-489-0457
About THEOREM
THEOREM, formally registered with the SEC as THEOREM. The firm was established in 11/04/2016. They have over 2 offices throughout the country.
THEOREM is a San Mateo, California based Financial Planning firm with nearly $2,019,603,138 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 62 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281280 |
| SEC# | 801-108607 |
| Assets Managed by Firm | $2,019,603,138 |
| No. of Clients | 10 |
| No. of Advisors | 62 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $2,019,603,138 |
| Charitable organizations | Fewer than 5 clients | $57,487,748 |
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|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
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