RIA Intelligence

ANDREA EVERETT LLC

CRD #163957 SEC #801-76643 DANVILLE, CA 925-820-0848
SEC Registered
Total AUM
$26M
Discretionary
$26M
Employees
--
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 27, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GOLDBERG, DOUGLAS, ANDREWIMANAGING MEMBERC Control
HOZIAN, ANTHONY, RICHARDIMANAGING MEMBERC Control
RUGANI, DOMINIC, ANDREWIMANAGING MEMBERC Control
CROMPTON, JAMESIMEMBER, OPERATIONS MANAGER AND CHIEF COMPLIANCE OFFICERB
HUANG, LIIMEMBER AND SENIOR RESEARCH ANALYSTB

Registrations

Federal

IA
Apr 27, 2012 REGISTERED

Address

390 DIABLO ROAD
SUITE 100
DANVILLE, CA 94526
United States
Phone: 925-820-0848