San Mateo Capital Management LLC

San Mateo Capital Management LLC (CRD# 165437) is a financial advisory firm headquartered in , . They manage $43,160,400 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.linkedin.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $959,120
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at San Mateo Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter Kranzler, financial advisor Petaluma CA
Peter H. Kranzler
CRD#: 5795929
Petaluma, CA

Peter Kranzler (CRD# 5795929) is an Investment Advisor Representative working at San Mateo Capital Management LLC in Petaluma, CA and has over 13 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.

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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