ALLOCATE MANAGEMENT COMPANY, LLC

MENLO PARK, California·3 registered advisors·CRD# 316814
SEC# 801-1266670650-260-3431
01

Firm Overview

AUM
$482M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at ALLOCATE MANAGEMENT COMPANY, LLC

3 registered advisors
Daniel Patrick Cronin
MENLO PARK, California
Peter Jason Epstein
MENLO PARK, California
Saul Andres Cardenas
MENLO PARK, California
05

Office Locations

MENLO PARK, California
3 advisors

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Data sourced from SEC Form ADV filings. ALLOCATE MANAGEMENT COMPANY, LLC (CRD# 316814) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.