Seven Post Investment Office LP
Seven Post Investment Office LP (CRD# 157435) is a financial advisory firm headquartered in San Francisco, CA. They manage $7,490,083,963 in 215 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management7,490MILLION
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Total Number of Accounts215ACCOUNTS
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Average Account Value$34,837,600
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DE, FL, HI, ME, NV, NY, OH, OR, PA, SD, TX, WA, WY
Eric Allbin (CRD# 4552856) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 21 years of experience in the finance industry.
Ali Bastani (CRD# 3107724) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 25 years of experience in the finance industry.
Bruce Bligh (CRD# 2269610) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 31 years of experience in the finance industry.
Emily Duran (CRD# 5546854) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 11 years of experience in the finance industry.
Kelsey Ellis (CRD# 5995735) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 3 years of experience in the finance industry.
Elizabeth Gorrell (CRD# 6235127) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 10 years of experience in the finance industry.
Eldridge Gray (CRD# 1343418) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 38 years of experience in the finance industry.
Emily Hsi (CRD# 5544087) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 10 years of experience in the finance industry.
Christopher Hurtado (CRD# 6971736) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 5 years of experience in the finance industry.
Melissa Knievel (CRD# 4570726) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 21 years of experience in the finance industry.