Underhill Investment Management LLC

Underhill Investment Management LLC (CRD# 140390) is a financial advisory firm headquartered in Greenbrae, CA. They manage $219,787,690 in 111 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $1,980,069
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
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, IL, TX

Financial Advisors at Underhill Investment Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Roland D. Underhill
CRD#: 451590
100 Drakes Landing Road, Suite 100, Greenbrae, CA 94904
93
Wealthminder
score

Roland Underhill (CRD# 451590) is an Investment Advisor Representative working at Underhill Investment Management LLC in Greenbrae, CA and has over 25 years of experience in the finance industry.

2
Dan R. Dixon
CRD#: 6250353
100 Drakes Landing Road, Suite 100, Greenbrae, CA 94904
89
Wealthminder
score

Dan Dixon (CRD# 6250353) is an Investment Advisor Representative working at Underhill Investment Management LLC in Greenbrae, CA and has over 2 years of experience in the finance industry.

3
Michael Tannenbaum
CRD#: 2792624
100 Drakes Landing Road, Suite 100, Greenbrae, CA 94904
87
Wealthminder
score

Michael Tannenbaum (CRD# 2792624) is an Investment Advisor Representative working at Underhill Investment Management LLC in Greenbrae, CA and has 1 year of experience in the finance industry.

4
Benjamin H. Miller
CRD#: 2318873
100 Drakes Landing Road, Suite 100, Greenbrae, CA 94904
83
Wealthminder
score

Benjamin Miller (CRD# 2318873) is an Investment Advisor Representative working at Underhill Investment Management LLC in Greenbrae, CA and has over 23 years of experience in the finance industry.

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