AB
CFA
AB
CFA

Amin Arya Baradaran

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
587 clients
Average Client Portfolio
$13.0M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$3M
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Location

580 California St., Eighth Floor, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Lnw
April 2019 - Present · 6 yrs 10 mos
State Registrations2 states
CAWA
Advisor
Exams
No exam information available for this advisor.