CRYSTAL ASSET MANAGEMENT, LLC
CRD #111067 SEC #801-58241 SAN FRANCISCO, CA 800-365-5726
SEC Registered
Total AUM
$79.6M
Discretionary
$66.1M
Employees
10
Clients
10
Accounts
76
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 29, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KIM, ROY | I | SECRETARY/TREASURER | NA | |
| FOLLIS, ROGER, DANIEL | I | MANAGING MEMBER/CEO | E | Control |
| FOLLIS, ROGER, DANIEL | I | MANAGING MEMBER/CEO | E | Control |
| HARRINGTON, WENDY, LIISA | I | CHIEF OPERATING OFFICER | A |
Registrations
Federal
IA
Apr 29, 2002 REGISTERED
Notice Filings (1)
CA
Address
ONE EMBARCADERO CENTERSUITE 4100
SAN FRANCISCO, CA 94111
USA
Phone: 800-365-5726