The Investment And Philanthropy Corporation

The Investment And Philanthropy Corporation (CRD# 118178) is a financial advisory firm headquartered in Sausalito, CA. They manage $7,500,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $394,737
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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 The Investment And Philanthropy Corporation
Showing 1 - 1 of 1 top financial advisors.
1
Joe D. Caldwell
CRD#: 4938868
Sausalito, CA
87
Wealthminder
score

Joe Caldwell (CRD# 4938868) is an Investment Advisor Representative working at The Investment And Philanthropy Corporation in Sausalito, CA and has 1 year of experience in the finance industry.

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