Paul
Perrino
Ensemble Capital Management, LLC
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About this Advisor
Paul Perrino is a financial advisor based in San Francisco, California, working with Ensemble Capital Management, LLC. Paul has previously held positions at Grubman Wealth Management and Ensemble Capital Management, LLC. Paul has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Paul is part of Ensemble Capital Management, LLC, which operates out of San Francisco, California. The firm has 17 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Ensemble Capital Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ensemble Capital Management, LLC Brokerage Details
$1,662,677,939
17
741
$2,243,830
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Paul Perrino Work History
Ensemble Capital Management, LLC
Grubman Wealth Management
Disclosures
Please visit the SEC profile of Paul Perrino 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 Ensemble Capital Management, LLC
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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