Menlo Equities LLC
Menlo Equities LLC (CRD# 162139) is a financial advisory firm headquartered in Menlo Park, CA. They manage $2,495,222,148 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management2,495MILLION
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Total Number of Accounts15ACCOUNTS
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Average Account Value$166,348,143
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

Registered Investment Advisor
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 Equities LLC
No Advisor Found.
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