SHORENSTEIN INVESTMENT ADVISERS LLC
SEC Form ADV profile.
Total regulatory AUM
$787,525,356
Discretionary
$787,525,356
Non-discretionary
$0
Firm details
- CRD number
- 328584
- SEC file number
- 801-129686
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 33
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.