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CAERUS INVESTMENT ADVISORS, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$194.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 130.9M |
| Non-Discretionary | 63.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 171716 |
| SEC Number | 801-110401 |
| Phone | 650-906-7666 |
| Fax | 484-906-7663 |
| Total Employees | 6 |
Client Count by Type (127 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 96 |
| Individuals (other than H… | 17 |
| Pooled Investment Vehicle… | 14 |
County data not available for this organization.