Investment adviser · CRD 120376

BEDROCK CAPITAL MANAGEMENT, INC.

Investment adviser filing (IA)

LOS ALTOS, CA, United States · Form ADV filed Feb 24, 2015

Regulatory AUM
$310M
Form ADV · Item 5.F
Client accounts
768
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 24, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

5050 EL CAMINO REAL, SUITE 204
LOS ALTOS, CA, 94022, United States

CRD 120376

Filing source

Form ADV 873825 · Feb 24, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.