Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rockefeller Financial charges either a flat annual dollar fee or a fee calculated as a percentage of assets under management. The firm also receives payments from third parties, including sponsors of investment products. Financial planning reports and analyses are available, sometimes for a separate fee. Specific fee details are not provided in this brochure excerpt.
Areas of Practice
Advisor Information
Office location
Two Embarcadero Center, Suite 2320, San Francisco, CA, 94111
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Abbas is a half owner of the San Francisco Fencer's Club, where he teaches children how to fence. He also co-owns a rental property called Balboa Rental; both activities require minimal time.