Fillmore Capital Partners, LLC
Fillmore Capital Partners, LLC (CRD# 139256) is a financial advisory firm headquartered in San Francisco, CA. They manage $3,455,974,000 in 3 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management3,456MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$1,151,991,333
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)