BODRI CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, California·3 registered advisors·CRD# 158076
SEC# 801-72449415-677-5370
01

Firm Overview

AUM
$235M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Other: PERFROMANCE BASED PROFIT ALLOCATIONS
03

Specialties

Retirement Planning
04

Advisors at BODRI CAPITAL MANAGEMENT, LLC

3 registered advisors
Bryan Thomas Schultz
SAN FRANCISCO, California
Jerome Harold Debs Ii
SAN FRANCISCO, California
Jesse Thomas Johannesen
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
3 advisors

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Data sourced from SEC Form ADV filings. BODRI CAPITAL MANAGEMENT, LLC (CRD# 158076) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.