ENTREFOLIO LLC
Legal name: ENTREFOLIO WEALTH MANAGEMENT
CRD #312977 SEC #801-120559 OAKLAND, CA 510-427-3202
SEC Registered
Total AUM
$10M
Discretionary
$1M
Employees
0
Clients
1
Accounts
37
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2021 | $10M | $1M | $9M | 1 | 0 |
| Sep 2021 | $10M | $1M | $9M | 1 | 0 |
| Aug 2021 | $10M | $1M | $9M | 0 | 0 |
| Feb 2021 | $0 | $0 | $0 | 0 | 0 |
| Feb 2021 | $0 | $0 | $0 | 0 | 0 |
DateSep 2021
Total AUM$10M
Discretionary$1M
Non-Disc.$9M
Employees1
Clients0
DateSep 2021
Total AUM$10M
Discretionary$1M
Non-Disc.$9M
Employees1
Clients0
DateAug 2021
Total AUM$10M
Discretionary$1M
Non-Disc.$9M
Employees0
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0