A Fine Line Asset Management Company, LLC (San Francisco)


A Fine Line Asset Management Company, LLC is an adviser based in San Francisco. It manages $9.9 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

A Fine Line Asset Management Company provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

A Fine Line Asset Management Company: assets under management

The assets under management (AUM) of A Fine Line Asset Management Company, LLC is $9.9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.9 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay A Fine Line Asset Management Company, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where A Fine Line Asset Management Company, LLC performs its advisory services is located at 600 Alvarado Street, San Francisco, CA 94114 The mailing address of the firm is 4104 24 Th Street #566, San Francisco, CA 94114 3615. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-550-8030. The normal business hours are 9am to 5pm on Monday - Friday.