Underhill Investment Management LLC
Underhill Investment Management LLC (CRD# 140390) is a financial advisory firm headquartered in Greenbrae, CA. They manage $191,137,912 in 99 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Underhill Investment Management LLC
By the Numbers
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Total Assets Under Management191MILLION
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Total Number of Accounts99ACCOUNTS
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Average Account Value$1,930,686
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Underhill Investment Management LLC
No Advisor Found.
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