Menlo Equities LLC

Menlo Equities LLC (CRD# 162139) is a financial advisory firm headquartered in Palo Alto, CA. They manage $82,207,758 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
490 South California Avenue, 4th Floor, Palo Alto, CA 94306
http://www.menloequities.com
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $8,220,776
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
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.

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.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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