Michael Kokesh, financial advisor San Francisco CA

Michael Kokesh

CRD Number: 5523423
Current Firm: Monetary Management Corporation

Michael Kokesh (CRD# 5523423) is an Investment Advisor Representative working at Monetary Management Corporation in San Francisco, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Monetary Management Corporation San Francisco, CA May 2019 - Current 4
Vicardia Therapeutics, Inc. San Francisco, CA Mar 2018 - Current 6
Kokesh Law Group San Francisco, CA Aug 2015 - Current 8
Ramparts Asset Management Company, LLC San Francisco, CA Nov 2013 - Current 10
Ramparts Strategic Advisors, LLC San Francisco, CA Apr 2009 - Current 15
Renatus Corporation San Francisco, CA Sep 2005 - Current 18
Western International Securities, Inc. Pasadena, CA Nov 2013 - May 2019 5
Baldwin Law Group San Francisco, CA Apr 2009 - Aug 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Michael O. Kokesh
Phone Number: (415) 981-9200
Firm Website: http://www.mmcsfo.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $475,985
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, TX

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