RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 5, 2021
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HERNANDEZ, RIZA, KHALILICEO, CCOE Control
HERNANDEZ, RIZA, KHALILICEO, CCOE Control
HERNANDEZ, RIZA, KHALILICEO, CCOE Control
HERNANDEZ, RIZA, KHALILICEO, CCOE Control
HERNANDEZ, RIZA, KHALILICEO, CCOE Control

Registrations

Federal

IA
Aug 5, 2021 REGISTERED

Notice Filings (1)

CA

Address

344 20TH ST
OAKLAND, CA 94612
United States
Phone: 510-427-3202