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Frank, Rimerman Advisors LLC

● SEC registered since 2003CRD 124147SEC# 801-62201Palo Alto, CA
Export (members)
Reg. AUM
$3.02B
Employees
5
Accounts
430
Location
Palo Alto, CA

Frank, Rimerman Advisors LLC assets under management

Frank, Rimerman Advisors LLC is a registered investment adviser overseen by the SEC based in Palo Alto, CA. The firm has been registered since 2003. It reports $3 billion in regulatory assets under management and employs 5 people.

Frank, Rimerman Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Brian Matthew Kreischer ControlAdministrative Oversight Manager Of Frank, Rimerman Advisors LlcUnder 5%2015
Dahlia D Black ControlChief Compliance OfficerUnder 5%2024
Frank, Rimerman + Co. LLP ControlMemberOver 75%2001

Frequently asked questions

How much does Frank, Rimerman Advisors LLC manage?

Frank, Rimerman Advisors LLC reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does Frank, Rimerman Advisors LLC have?

Frank, Rimerman Advisors LLC reports 5 employees.

Where is Frank, Rimerman Advisors LLC located?

Frank, Rimerman Advisors LLC is based in Palo Alto, CA and has been SEC-registered since 2003.

Does Frank, Rimerman Advisors LLC disclose fund performance?

Frank, Rimerman Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1801 Page Mill Road, Palo Alto, CA 94304
Phone650-845-8100
Fax650-494-1975
Office hours8:30 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.25B
Non-discretionary$770.5M
Total (RAUM)$3.02B