Fillmore Capital Partners, LLC

Fillmore Capital Partners, LLC (CRD# 139256) is a financial advisory firm headquartered in San Francisco, CA. They manage $3,327,829,035 in 3 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4 Embarcadero Center, Suite 710, San Francisco, CA 94111
http://www.fillmorecap.com
By the Numbers
  • Total Assets Under Management
    3,328
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $1,109,276,345
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment 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, OH

Financial Advisors at Fillmore Capital Partners, LLC
No Advisor Found.

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