Menlo Asset Management takes a comprehensive approach to financial and retirement planning. We provide financial advisory and insurance brokerage services. Our advisors keep your interests at the front of all our recommendations and are not compelled to sell proprieteary products.
We believe that providing appropriate financial counsel starts with understanding you, your family and/or your business. We view each client as a family member who can benefit from quality financial advice and we take our commitment to your financial well-being seriously, thus holding ourselves accountable for the level of service provided. We work to form a personalized approach for each client, such that their investment portfolio “fits like a glove.”
Our firm is active in the Bay Area and seeks to develop the kind of relationships that will benefit our clients. As an added benefit, we facilitate support from other professionals, such as attorneys and CPAs, to provide estate planning services.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 1010 El Camino Real,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- menloasset.com
- Keywords
- Financial Planning, Financial Advisory, Retirement Planning, Insurance Brokerage, Estate & Legacy Planning.
- HQ
- Menlo Park, Ca
Menlo Asset Management Questions
Menlo Asset Management's website is menloasset.com
Menlo Asset Management's LinkedIn profile is https://www.linkedin.com/company/menloassetmanagement
Menlo Asset Management has
4 employees.
View email and phone details for 4
employees at Menlo Asset Management.
Menlo Asset Management's industry is
Financial Services
Menlo Asset Management's top competitors are
Silicon Valley Bank,
Krista Consulting,
Ieq Capital,
Apple,
Awbery,
Evcap Investments,
Epiq Capital Group,
B Capital,
Bardisa Investment Group,
New Canaan Funding Llc.
Menlo Asset Management's categories are Financial Services
Menlo Asset Management's founding year is 2017
