Motif Capital Management, Inc.

Motif Capital Management, Inc. (CRD# 277051) is a financial advisory firm headquartered in San Mateo, CA. They manage $116,450,000 in 4 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $29,112,500
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, TX

Financial Advisors at Motif Capital Management, Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Peter Andes
CRD#: 5373501
400 S. El Camino Real, Suite 575, San Mateo, CA 94402
93
Wealthminder
score

Peter Andes (CRD# 5373501) is an Investment Advisor Representative working at Motif Capital Management, Inc. in San Mateo, CA and has over 4 years of experience in the finance industry.

2
Sandra A. Del Toro
CRD#: 3271061
2 E. 3rd Ave., San Mateo, CA 94401
93
Wealthminder
score

Sandra Del Toro (CRD# 3271061) is an Investment Advisor Representative working at Motif Capital Management, Inc. in San Mateo, CA and has over 17 years of experience in the finance industry.

3
Douglas M. Dorr
CRD#: 2578662
Pittsburgh, PA
93
Wealthminder
score

Douglas Dorr (CRD# 2578662) is an Investment Advisor Representative working at Motif Capital Management, Inc. in Pittsburgh, PA and has over 23 years of experience in the finance industry.

4
Ramak Fazeli
CRD#: 2330103
2 E. 3rd Ave., San Mateo, CA 94401
93
Wealthminder
score

Ramak Fazeli (CRD# 2330103) is an Investment Advisor Representative working at Motif Capital Management, Inc. in San Mateo, CA and has over 21 years of experience in the finance industry.

5
Tuhin Ghosh
CRD#: 6231808
400 S. El Camino Real, Suite 575, San Mateo, CA 94402
93
Wealthminder
score

Tuhin Ghosh (CRD# 6231808) is an Investment Advisor Representative working at Motif Capital Management, Inc. in San Mateo, CA and has over 4 years of experience in the finance industry.

6
Kyle B. Kelly
CRD#: 2921799
2 E. 3rd Ave., San Mateo, CA 94401
93
Wealthminder
score

Kyle Kelly (CRD# 2921799) is an Investment Advisor Representative working at Motif Capital Management, Inc. in San Mateo, CA and has over 20 years of experience in the finance industry.

7
Divya Krishnan
CRD#: 5669326
2 E. 3rd Ave., San Mateo, CA 94401
93
Wealthminder
score

Divya Krishnan (CRD# 5669326) is an Investment Advisor Representative working at Motif Capital Management, Inc. in San Mateo, CA and has over 8 years of experience in the finance industry.

8
Robert J. Salvador
CRD#: 1947923
2 E. 3rd Ave., San Mateo, CA 94401
93
Wealthminder
score

Robert Salvador (CRD# 1947923) is an Investment Advisor Representative working at Motif Capital Management, Inc. in San Mateo, CA and has over 23 years of experience in the finance industry.

9
Raymond Mok
CRD#: 5167995
2 E. 3rd Ave., San Mateo, CA 94401
92
Wealthminder
score

Raymond Mok (CRD# 5167995) is an Investment Advisor Representative working at Motif Capital Management, Inc. in San Mateo, CA and has over 2 years of experience in the finance industry.

10
Kathleen D. Toschi
CRD#: 6351572
2 E. 3rd Ave., San Mateo, CA 94401
90
Wealthminder
score

Kathleen Toschi (CRD# 6351572) is an Investment Advisor Representative working at Motif Capital Management, Inc. in San Mateo, CA and has over 3 years of experience in the finance industry.

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