Menlo Advisors LLC

Menlo Advisors LLC (CRD# 122721) is a financial advisory firm headquartered in Menlo Park, CA. They manage $206,773,675 in 122 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $1,694,866
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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, NH

Financial Advisors at Menlo Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kent R. Seymour
CRD#: 1792039
800 Oak Grove Avenue, Suite 205, Menlo Park, CA 94025
96
Wealthminder
score

Kent Seymour (CRD# 1792039) is an Investment Advisor Representative working at Menlo Advisors LLC in Menlo Park, CA and has over 25 years of experience in the finance industry.

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