Menlo Equities LLC
Menlo Equities LLC (CRD# 162139) is a financial advisory firm headquartered in Menlo Park, CA. They manage $3,208,475,878 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management3,208MILLION
-
Total Number of Accounts10ACCOUNTS
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Average Account Value$320,847,588
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)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
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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