Bedrock Capital Management Inc (Los Altos)
Bedrock Capital Management Inc is a large advisory firm based in Los Altos. It manages $40.94 million of regulatory assets for 240 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Bedrock Capital Management provides portfolio management for individuals and small businesses and 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.
Bedrock Capital Management: assets under management
The assets under management (AUM) of Bedrock Capital Management Inc is $40.94 million. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Bedrock Capital Management Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Bedrock Capital Management Inc
James Jorgensen has been acting as President since 1 Dec 1986. Janet Jorgensen joined the executive team most recently as the Shareholder.
Direct owners and executive officers
Based in Los Altos
The principal office where Bedrock Capital Management Inc performs its advisory services is located at 220 Main St., Los Altos, CA 94022 The mailing address of the firm is 101 First St., Los Altos, CA 94022 2750. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-902-5635 or by fax 650-897-9889. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.bedrockcapitalmanagement.com.
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