Unclaimed Profile

Andrew Stuart Kofman

SB INVESTMENT ADVISERS (US) INC.·SAN CARLOS, California

Clean recordSB INVESTMENT ADVISERS (US) INC.

1 CIRCLE STAR WAY, SAN CARLOS, CA 94070-6234CRD# 5037837Firm CRD# 286323

Profile Verification

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

Identity

Andrew Stuart Kofman · SAN CARLOS, CA

Registration

CRD #5037837 · SB INVESTMENT ADVISERS (US) INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Andrew Stuart Kofman is a registered financial advisor based in SAN CARLOS, California, affiliated with SB INVESTMENT ADVISERS (US) INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SB INVESTMENT ADVISERS (US) INC.

AUM

$65.3B

Regulatory assets under management

Employees

286

Total firm employees

View all advisors at SB INVESTMENT ADVISERS (US) INC. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5037837

Firm CRD# 286323

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew Stuart Kofman offer?

Andrew Stuart Kofman specializes in Retirement Planning. Contact their office in SAN CARLOS, California for a consultation.

What are Andrew Stuart Kofman's credentials?

Andrew Stuart Kofman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Stuart Kofman located?

Andrew Stuart Kofman is based in SAN CARLOS, California, working with SB INVESTMENT ADVISERS (US) INC.. Their office serves clients in the SAN CARLOS metropolitan area and surrounding communities.

How does Andrew Stuart Kofman charge for services?

Andrew Stuart Kofman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SB INVESTMENT ADVISERS (US) INC.?

SB INVESTMENT ADVISERS (US) INC. has approximately 286 employees and manages $65.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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