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W.R. Hambrecht + Co. Asset Management, LLC (San Francisco)


W.R. Hambrecht + Co. Asset Management, LLC is an adviser based in San Francisco. It manages $7.23 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005.

W.R. Hambrecht + Co. Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

W.R. Hambrecht + Co. Asset Management: assets under management

The assets under management (AUM) of W.R. Hambrecht + Co. Asset Management, LLC is $7.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay W.R. Hambrecht + Co. Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where W.R. Hambrecht + Co. Asset Management, LLC performs its advisory services is located at 539 Bryant Street, San Francisco, CA 94107 1269, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-551-8657 or by fax 415-551-3221. The normal business hours are 6am to 4pm on Monday - Friday.


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