Community Investment Management LLC
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Overview
Community Investment Management LLC is a financial advisor company headquartered in San Francisco, California. The company administers $655.8 million in assets under management across three client accounts, placing it among the larger financial advisory firms in the United States by assets under management (AUM). The company has a small group, including 13 financial advisors. Community Investment Management LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as options, bonds and equities.
Community Investment Management LLC administers all of its client assets on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by a portfolio manager without needing to seek the client's consent. The company's typical account size is $218.6 million. The typical advisor at Community Investment Management LLC manages fewer than one client account, placing it among the most personalized firms in the country.
The company's central office is located at 600 Montgomery Street, San Francisco, California 94111. The firm is permitted to serve customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Community Investment Management LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$655.8 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
17
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
3
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$218.6 million
Fee Structure
Fees charged by financial advisors largely are based on which services the firm provides the client. Fees billed by the firm can include the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its three clients, Community Investment Management LLC's largest client type is pooled investment vehicles. About 33% of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Community Investment Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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