Capital investment management in San Francisco, CA
18 results found
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Capital One Café
● ClosedThe Capital One Café at 101 Post Street in San Francisco, California, is a unique institution that combines the convenience of banking with the comfort of a café. This innovative concept allows customers to enjoy a cup of coffee or a snack while taking care of their financial needs. The café offers a range of banking services, including checking and savings accounts, credit cards, and loans, all in a relaxed and inviting atmosphere. Whether you're stopping in for a quick bite or to discuss your financial goals with a banker, the Capital One Café is the perfect blend of finance and food.
101 Post St, San Francisco, CA 94108, United States -
Capital
● ClosedCapital is a beloved restaurant located at 839 Clay Street in the heart of San Francisco, California. Known for its delicious and innovative cuisine, Capital offers a diverse menu that caters to all tastes. The restaurant's chic and modern decor creates a welcoming atmosphere for diners to enjoy their meals. Whether you're looking for a quick bite to eat or a special night out, Capital is the perfect spot to satisfy your cravings. With friendly staff and top-notch service, this institution is a must-visit for food enthusiasts in the Bay Area.
839 Clay St, San Francisco, CA 94108, United States -
Vision Capital Investment Management
● ClosedVision Capital Investment Management is a leading finance institution located at 3450 Geary Boulevard in the vibrant city of San Francisco, California, United States. Specializing in investment management, our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their long-term goals. With a focus on innovation and strategic planning, Vision Capital Investment Management is committed to delivering exceptional service and maximizing returns for our clients. Contact us today to learn more about how we can help you secure your financial future.
3450 Geary Blvd, San Francisco, CA 94118, United States -
Madison Parker Capital
● OpenMadison Parker Capital is a finance institution located at 153 Townsend Street in the bustling city of San Francisco, California. With a team of experienced financial professionals, Madison Parker Capital offers a wide range of services including investment management, financial planning, and wealth management. Their dedication to providing personalized solutions and expert guidance sets them apart in the competitive finance industry. Whether you are an individual looking to grow your wealth or a business seeking strategic financial advice, Madison Parker Capital is committed to helping you achieve your financial goals.
153 Townsend St 5th floor, San Francisco, CA 94025, United States -
Arch Capital Advisors
● OpenArch Capital Advisors is a leading finance institution located in the heart of San Francisco, California. With a prime address at 2201 Sacramento Street, our team of expert advisors offer a wide range of financial services to help clients achieve their goals. From investment management to strategic financial planning, we are dedicated to providing personalized solutions tailored to each individual's needs. Trust Arch Capital Advisors to help you navigate the complexities of the financial world and secure a prosperous future.
2201 Sacramento St APT 202, San Francisco, CA 94115, United States -
InVision Capital Advisor
● OpenInVision Capital Advisor is a renowned finance institution located at 18 Bartol Street in the bustling city of San Francisco, California, United States. With a team of experienced financial experts, InVision Capital Advisor offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, asset management, or financial planning, InVision Capital Advisor is dedicated to providing personalized and strategic financial guidance to help you succeed. Trust in the expertise and professionalism of InVision Capital Advisor for all your financial needs.
18 Bartol St Suite 1233, San Francisco, CA 94133, United States -
E M Capital Management, LLC
● OpenEM Capital Management, LLC is a finance institution located at 920 Country Club Drive, Moraga, California, United States. Founded in 2005, the firm specializes in investments, turnaround management, and restructuring, with a focus on emerging and frontier markets. With offices in San Francisco, California and Hong Kong, the company provides expertise in cross-border business ventures. EM Capital Management is a registered Foreign Institutional Investor with regulatory bodies in India and Vietnam. The firm offers professional services to investors, funds, family offices, entrepreneurs, and other financial stakeholders, with a particular emphasis on navigating the complexities of emerging markets. With a team of experienced professionals, including former finance ministers and securities regulators, EM Capital Management provides strategic advice and execution capabilities for clients seeking to invest in regions such as India, China, and Vietnam.
920 Country Club Dr, Moraga, CA 94556, United States -
Osborne Partners Capital Management, LLC
● ClosedOsborne Partners Capital Management, LLC, located at 545 Middlefield Road in Menlo Park, California, is a leading finance institution with a history dating back to 1937. Specializing in sophisticated investment management and active financial planning, Osborne Partners stands out in the industry for its exceptional team of professionals dedicated to providing top-tier services in investment management, wealth planning, operations, and client service. With a multi-asset class approach and tailored wealth solutions, Osborne Partners helps clients preserve and enhance their legacies, taking them to the next level of success. Whether you need comprehensive retirement planning, consulting services, or support for charitable missions, Osborne Partners is there to partner with you every step of the way. With locations in San Francisco and Silicon Valley, Osborne Partners is committed to delivering a personalized and effective financial experience for all clients.
545 Middlefield Rd Suite 165, Menlo Park, CA 94025, United States -
Mission Creek Capital Partners, Inc.
● OpenMission Creek Capital Partners, Inc. is an innovative and independent investment advisory firm located at 101 Mission Street in San Francisco, California. Specializing in providing personalized investment strategies and solutions, Mission Creek collaborates closely with clients to build relationships based on open dialogue, knowledge, and integrity. With a focus on individualized wealth management and planning, private equity distribution management, and concentrated stock transition strategies, Mission Creek serves a diverse range of clients including institutional investors, individuals, families, executives, entrepreneurs, and other investment advisors. Committed to acting in the best interests of their clients, Mission Creek adheres to the fiduciary standard and employs risk management strategies to optimize returns and reduce risk. With a team of experienced professionals and a client-focused approach, Mission Creek aims to preserve, grow, and perpetuate client wealth through tailored investment solutions.
101 Mission St #1750, San Francisco, CA 94105, United States -
Atlas Capital Advisors Inc
● ClosedAtlas Capital Advisors Inc. is a finance institution located at 38 Keyes Avenue in San Francisco, California, United States. With a team boasting over 20 years of experience in investor relations and fundraising, Atlas Capital Advisors specializes in providing unbiased advice and managing sophisticated, tax-sensitive portfolios for affluent individuals, families, trusts, foundations, and privately held businesses. As a fiduciary, they always act in the best interest of their clients and ground investment decisions in quantitative assessments. They offer full portfolio solutions across asset classes, including equity, fixed income, and balanced strategies, and prioritize asset allocation decisions to achieve optimal outcomes. Additionally, Atlas Capital Advisors offers OCIO services for tax-exempt foundations and endowments, utilizing their years of experience in CIO roles. Their flagship strategies, such as Atlas Risk and Atlas ESG, aim to outperform global equity indices and align investment choices with client values. With a focus on asset allocation, low-cost direct implementation, and tax optimization, Atlas Capital Advisors is committed to helping clients meet their financial goals through thoughtful planning and investing strategies.
38 Keyes Ave Suite 200, San Francisco, CA 94129, United States -
American Pacific International Capital Inc
● OpenAmerican Pacific International Capital Inc is a leading finance institution located at 5 Thomas Mellon Circle in San Francisco, California, United States. Specializing in international investments and capital management, our team of experts provides tailored financial solutions to clients worldwide. With a strong track record of success and a commitment to excellence, American Pacific International Capital Inc is your trusted partner for achieving your financial goals.
5 Thomas Mellon Cir #350, San Francisco, CA 94134, United States -
Headlands Capital Management
● OpenHeadlands Capital Management is a prestigious finance institution located at the iconic 1 Sausalito - San Francisco Ferry Building in San Francisco, California, United States. With a reputation for excellence in investment management, Headlands Capital Management offers a wide range of financial services to its clients. Their team of experienced professionals are dedicated to providing innovative solutions and personalized strategies to help clients achieve their financial goals. Whether you are looking for wealth management, asset allocation, or investment advisory services, Headlands Capital Management is committed to delivering exceptional results.
1 Sausalito - San Francisco Ferry Bldg #255, San Francisco, CA 94111, United States -
RHS Financial
● ClosedRHS Financial is a finance institution located at 4171 24th Street, San Francisco, California, United States. Our mission is to help tech professionals maximize equity, minimize taxes, and optimize wealth. We use three pillars to bridge the gap between the wealth our clients have and the wealth they deserve. Our operating system focuses on mastering equity compensation, providing transparency in investment management, and understanding the unique needs of each client.
4171 24th St # 101, San Francisco, CA 94114, United States -
Merrill Lynch Financial Advisor Rajiv Dadlani
● ClosedMerrill Lynch Financial Advisor Rajiv Dadlani, located at 555 California Street, San Francisco, California, United States, is a finance institution that offers personalized financial advice and guidance to help individuals develop a customized financial strategy. Rajiv Dadlani, a Senior Vice President, Senior Financial Advisor, and Portfolio Manager with Merrill Lynch Wealth Management, has over twenty years of experience in financial services. Rajiv specializes in advising individuals, entrepreneurs, executives, and their families on net worth management, capital growth, and preservation strategies. He works with clients to construct balance sheets tailored to their needs, utilizing a variety of investment options such as equities, bonds, ETFs, and alternative investments. Rajiv also provides advice on retirement plans for startup companies and assists clients with concentrated stock exposure.
555 California St, San Francisco, CA 94104, United States -
Oui Financial
● ClosedOui Financial is a finance institution located at 855 Lincoln Way in San Francisco, California, United States. We specialize in helping French individuals living in the United States make the best decisions for their money and investments. Managing finances as a French citizen in the US can be complex, but our expert team provides bilingual expertise in the tax, legal, and financial environments of both countries. Whether you are satisfied with your financial management in the US or planning to return to France within the next 3 years, Oui Financial can help you prepare for your financial future. We offer free weekly online consultations to address any questions or concerns you may have about your finances, retirement, or tax situation.
855 Lincoln Way, San Francisco, CA 94122, United States -
Merrill Lynch Financial Advisor Debbie Jorgensen
● ClosedMerrill Lynch Financial Advisor Debbie Jorgensen is located at 555 California Street, San Francisco, California, United States. The Jorgensen Group specializes in working with families and institutions to create comprehensive financial strategies that align with their cash flow requirements, tax considerations, and wealth transfer goals. Services offered include investment management, risk mitigation, concentrated stock strategies, trust and estate planning, and philanthropic planning. The team at Merrill Lynch Financial Advisor Debbie Jorgensen is dedicated to understanding each client's unique situation and priorities in order to build personalized financial plans. With access to the intellectual capital and research capabilities of Merrill Lynch and Bank of America, clients can benefit from a tailored approach to financial success.
555 California St 9th Floor, San Francisco, CA 94104, United States -
Central Roofing
● ClosedWelcome to Central Roofing Company, your trusted partner for all commercial roofing needs in Southern California. Located at 555 West 182nd Street, Gardena, California, we are a family-owned and operated business dedicated to providing top-quality roofing solutions since 1992. Our expertise spans roof coatings and restoration, roof replacement, repairs, maintenance, and inspections, ensuring your building's roof is in optimal condition. At Central Roofing, we understand the unique challenges that commercial properties face, from hotels and churches to warehouses and industrial buildings. Our tailored roofing solutions not only protect your structure but also help reduce energy costs, making us the preferred choice for property owners across Los Angeles, Orange County, and beyond.
555 West 182nd Street, Gardena, California 90248, United States -
Midas
● ClosedWelcome to Midas Daly City, your trusted destination for comprehensive auto repair and maintenance services. Conveniently located at 7198 Mission St, Daly City, CA 94014, we are proud to serve our community with top-notch car repair services and products. At Midas, we specialize in a wide range of automotive services, including brake repair, oil changes, tire services, and much more. Our dedicated team of expert technicians is committed to ensuring your vehicle runs smoothly and safely. Whether you need routine maintenance or more extensive repairs, we've got you covered with our Midas Golden Guarantee™.
7198 Mission St, Daly City, CA 94014, United States
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