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MOTIF CAPITAL MANAGEMENT, INC.
MOTIF CAPITAL MANAGEMENT, INC.
SAN MATEO, California
·
3 registered advisors
·
CRD# 277051
SEC# 801-105472
1
(888)523-2408
01
Firm Overview
AUM
$869M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Other: LICENSES FEES FROM MODELS & INDEXES
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at MOTIF CAPITAL MANAGEMENT, INC.
3 registered advisors
Connie Marie Kuhl
SAN MATEO, California
CRD# 2772041
Hardeep Singh Walia
SAN MATEO, California
CRD# 5866954
Tuhin Ghosh
SAN MATEO, California
CFA
CRD# 6231808
05
Office Locations
SAN MATEO, California
3 advisors
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Data sourced from SEC Form ADV filings. MOTIF CAPITAL MANAGEMENT, INC. (CRD# 277051) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.