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Maloon, Powers, Pitre, Higgins & Dennehy, LLC

● SEC registered since 1998CRD 110152SEC# 801-55273San Ramon, CA
Export (members)
Reg. AUM
$2B
Employees
11
Accounts
3,335
Location
San Ramon, CA

Maloon, Powers, Pitre, Higgins & Dennehy, LLC assets under management

Maloon, Powers, Pitre, Higgins & Dennehy, LLC is an SEC-registered investment adviser based in San Ramon, CA. The firm has been registered since 1998. It reports $2 billion in regulatory assets under management and employs 11 people.

Maloon, Powers, Pitre, Higgins & Dennehy, LLC owners & executives

5 reported
NameTitleOwnershipSince
Mark Anthony Pitre ControlMember10-25%1998
Michael Francis Maloon ControlMember10-25%1998
Michelle Perry Higgins ControlMember10-25%2000
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Frequently asked questions

How much does Maloon, Powers, Pitre, Higgins & Dennehy, LLC manage?

Maloon, Powers, Pitre, Higgins & Dennehy, LLC reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Maloon, Powers, Pitre, Higgins & Dennehy, LLC have?

Maloon, Powers, Pitre, Higgins & Dennehy, LLC reports 11 employees.

Where is Maloon, Powers, Pitre, Higgins & Dennehy, LLC located?

Maloon, Powers, Pitre, Higgins & Dennehy, LLC is based in San Ramon, CA and has been SEC-registered since 1998.

Does Maloon, Powers, Pitre, Higgins & Dennehy, LLC disclose fund performance?

Maloon, Powers, Pitre, Higgins & Dennehy, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12657 Alcosta Blvd, Suite 470, San Ramon, CA 94583
Phone925.275.1000
Fax925.275.9109
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.73B
Non-discretionary$267.7M
Total (RAUM)$2B