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).
Total Assets Under Management8MILLION
Total Number of Accounts19ACCOUNTS
Average Account Value$394,737
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
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.