The Investment And Philanthropy Corporation

The Investment And Philanthropy Corporation (CRD# 118178) is a financial advisory firm headquartered in Sausalito, CA. They manage $18,700,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
44 Anchorage Road, Sausalito, CA 94965
http://www.sfmoney.com/
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $519,444
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
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 Caldwell, financial advisor Sausalito CA
Joe D. Caldwell
CRD#: 4938868
Sausalito, CA

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.

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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