Unclaimed Profile

Michael Tannenbaum

UNDERHILL INVESTMENT MANAGEMENT LLC·GREENBRAE, California

Series 7, Series 55Clean record17 years registeredUNDERHILL INVESTMENT MANAGEMENT LLC

100 DRAKES LANDING ROAD, GREENBRAE, CA 94904CRD# 2792624Firm CRD# 140390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Tannenbaum · GREENBRAE, CA

Registration

CRD #2792624 · UNDERHILL INVESTMENT MANAGEMENT LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: UNDERHILL INVESTMENT MANAGEMENT LLC

UNDERHILL INVESTMENT MANAGEMENT LLC

Jun 2009 – Apr 2019

GREENBRAE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 55

Registration record

First registered · June 6, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UNDERHILL INVESTMENT MANAGEMENT LLC

CRD 140390 · SEC 801-70241

AUM

$191M

Regulatory assets under management

Employees

99 client accounts

Services offered by UNDERHILL INVESTMENT MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at UNDERHILL INVESTMENT MANAGEMENT LLC →

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENBRAE?

Browse all registered financial advisors in GREENBRAE, California or claim this profile if it's yours.

Browse GREENBRAE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Tannenbaum offer?

Michael Tannenbaum specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Michael Tannenbaum's credentials?

Michael Tannenbaum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Tannenbaum located?

Michael Tannenbaum is based in GREENBRAE, California, last registered with UNDERHILL INVESTMENT MANAGEMENT LLC.

How does Michael Tannenbaum charge for services?

Michael Tannenbaum's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNDERHILL INVESTMENT MANAGEMENT LLC?

UNDERHILL INVESTMENT MANAGEMENT LLC has approximately 6 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →