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UNDERHILL INVESTMENT MANAGEMENT LLC
UNDERHILL INVESTMENT MANAGEMENT LLC
GREENBRAE, California
·
4 registered advisors
·
CRD# 140390
SEC# 801-70241
0
415-785-3670
01
Firm Overview
AUM
$191M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at UNDERHILL INVESTMENT MANAGEMENT LLC
4 registered advisors
Benjamin Henry Miller
GREENBRAE, California
CRD# 2318873
David Scott Post
SAN RAFAEL, California
CRD# 1225121
Michael Tannenbaum
GREENBRAE, California
CRD# 2792624
Roland Denton Underhill
GREENBRAE, California
CRD# 451590
05
Office Locations
GREENBRAE, California
3 advisors
SAN RAFAEL, California
1 advisor
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Data sourced from SEC Form ADV filings. UNDERHILL INVESTMENT MANAGEMENT LLC (CRD# 140390) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.