Ali
Bastani
Seven Post Investment Office Lp
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About this Advisor
Ali Bastani is a financial advisor based in San Francisco, California, working with Seven Post Investment Office Lp. Ali has previously held a position at Seven Post Investment Office Lp. Ali has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Ali is part of Seven Post Investment Office Lp, which operates out of San Francisco, California. The firm has 21 employees and manages assets totaling $7.5 billion. The firm serves high-net-worth clients and offers a range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Seven Post Investment Office Lp includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Seven Post Investment Office Lp Brokerage Details
$7,490,083,963
21
215
$34,837,600
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Ali Bastani Work History
Seven Post Investment Office Lp
Disclosures
Please visit the SEC profile of Ali Bastani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seven Post Investment Office Lp
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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