Menlo Advisors LLC

Menlo Advisors LLC (CRD# 122721) is a financial advisory firm headquartered in Menlo Park, CA. They manage $232,912,278 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
525 Middlefield Road, Suite 118, Menlo Park, CA 94025
http://www.menloadvisors.org
By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $1,924,895
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

Financial Advisors at Menlo Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kent Seymour, financial advisor Menlo Park CA
Kent R. Seymour
CRD#: 1792039
525 Middlefield Road, Suite 118, 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 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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