Lendingclub Asset Management, LLC

Lendingclub Asset Management, LLC (CRD# 155460) is a financial advisory firm headquartered in San Francisco, CA. They manage $90,000,000 in 116 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $775,862
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, MA, NY, PA, TN, TX

Financial Advisors at Lendingclub Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Eddy I. Chen
CRD#: 5218533
71 Stevenson St, Suite 1000, San Francisco, CA 94105
96
Wealthminder
score

Eddy Chen (CRD# 5218533) is an Investment Advisor Representative working at Lendingclub Asset Management, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

2
Amar A. Shibli
CRD#: 5027301
71 Stevenson St, Suite 1000, San Francisco, CA 94105
96
Wealthminder
score

Amar Shibli (CRD# 5027301) is an Investment Advisor Representative working at Lendingclub Asset Management, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.

3
Ilya L. Klets
CRD#: 6796015
71 Stevenson St, Suite 1000, San Francisco, CA 94105
87
Wealthminder
score

Ilya Klets (CRD# 6796015) is an Investment Advisor Representative working at Lendingclub Asset Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

4
Garrett E. Stone
CRD#: 6794772
71 Stevenson St, Suite 1000, San Francisco, CA 94105
87
Wealthminder
score

Garrett Stone (CRD# 6794772) is an Investment Advisor Representative working at Lendingclub Asset Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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