Mesa Asset Management, LLC (San Rafael)

Name: Mesa Asset Management, LLC
Address: 1050 Northgate Dr, San Rafael, CA, 94903
Telephone: 415-492-1980

Mesa Asset Management, LLC is a large advisory firm based in San Rafael. It manages $27 million of regulatory assets for 130 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

Mesa Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mesa Asset Management: assets under management

The assets under management (AUM) of Mesa Asset Management, LLC is $27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $207.69 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mesa Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Rafael

The principal office where Mesa Asset Management, LLC performs its advisory services is located at 1050 Northgate Dr, San Rafael, CA 94903, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-492-1980 or by fax 415-492-1970. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.mesaam.com.

Mesa Asset Management, LLC (San Rafael)

Mesa Asset Management: assets under management

Fees & Commissions

Based in San Rafael

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