Investment adviser · CRD 312977
ENTREFOLIO WEALTH MANAGEMENT
Investment adviser filing (IA)
ENTREFOLIO LLC
OAKLAND, CA, United States · Form ADV filed Sep 24, 2021
- Regulatory AUM
- $10M Form ADV · Item 5.F
- Client accounts
- 37 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 17 | $10,000,000 | 100.0% |
Filing source
Form ADV 1567656 · Sep 24, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Sep 24, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
344 20TH STOAKLAND, CA, 94612, United States
CRD 312977
Filing source
Form ADV 1567656 · Sep 24, 2021 · 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.