Ensemble Capital Management, LLC

Ensemble Capital Management, LLC (CRD# 107213) is a financial advisory firm headquartered in Burlingame, CA. They manage $718,469,262 in 505 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    718
    MILLION
  • Total Number of Accounts
    505
    ACCOUNTS
  • Average Account Value
    $1,422,711
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, LA, NY, WA

Financial Advisors at Ensemble Capital Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Ludovic P. Thomasson
CRD#: 4923376
1350 Bayshore Highway, Suite 460, Burlingame, CA 94010
101
Wealthminder
score

Ludovic Thomasson (CRD# 4923376) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in Burlingame, CA and has over 13 years of experience in the finance industry. Ludovic Thomasson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Arif N. Karim
CRD#: 2922218
1350 Bayshore Highway, Suite 460, Burlingame, CA 94010
96
Wealthminder
score

Arif Karim (CRD# 2922218) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in Burlingame, CA and has over 8 years of experience in the finance industry.

3
Paul L. Perrino
CRD#: 5739916
1350 Bayshore Highway, Suite 460, Burlingame, CA 94010
96
Wealthminder
score

Paul Perrino (CRD# 5739916) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in Burlingame, CA and has over 8 years of experience in the finance industry.

4
Todd M. Wenning
CRD#: 4687529
Cincinnati, OH
96
Wealthminder
score

Todd Wenning (CRD# 4687529) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in Cincinnati, OH and has over 14 years of experience in the finance industry.

5
Curtis H. Brown
CRD#: 32117
1350 Bayshore Highway, Suite 550, Burlingame, CA 94010
63
Wealthminder
score

Curtis Brown (CRD# 32117) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in Burlingame, CA and has over 31 years of experience in the finance industry.

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