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AdvisorCensus / Financial advisors / California / San Francisco, CA / State Street Global Markets, LLC

Financial advisors in San Francisco, CA using State Street Global Markets, LLC

3 SEC-registered investment advisory firms headquartered in the San Francisco, CA metro area name State Street Global Markets, LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in San Francisco, CA ยท How this list is built

FirmCityRegistrationAssets band
Algert Global LLCSan FranciscoSEC-registered investment adviserOver $5 billion
Kingsford Capital Management, LLCPoint RichmondSEC-registered investment adviser$100 million to $500 million
Solstein Capital, LLCMenlo ParkSEC-registered investment adviser$500 million to $1 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. State Street Global Markets, LLC nationwide

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AdvisorCensus. Financial advisors in San Francisco, CA using State Street Global Markets, LLC. https://advisorcensus.com/advisors/ca/san-francisco/custodians/state-street-global-markets
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