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⚲
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| Garhwal Chan & Williams Inc
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|
|
|---|---|
| CRD # | 125484 |
| SEC # | 801-134542 |
| CIK # | |
| AUM | $133.6 M (2026-01-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-263-1900 |
| Address | 2 Embarcadero Center San Francisco, CA 94111 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 22 | 120.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 10.7 |
| (h) Charitable organizations | 0 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 75 | 133.6 |
| By Discretionary | ||
| Discretionary | 75 | 133.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 75 | 133.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 15.9 | |
| United States Persons | 117.7 | |
| Total | 75 | 133.6 |
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|---|---|---|
|
Hudson Oak Wealth Advisory LLC
✚
|
NJ | 0.1 |
|
GW Financial Inc
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|
NV | 0.1 |
|
Panorama Wealth Advisors
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|
CO | 0.1 |
|
Anderson Griggs & Company Inc
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SC | 0.1 |
|
LaSalle Investment Advisors Inc
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|
WI | 0.1 |
|
Loyd Financial Management Inc
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CO | 0.1 |
|
Elm Capital Management LLC
✚
|
PA | 0.1 |
|
Hayes Wealth Advisors LLC
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|
0.1 | |
|
Acadia Legacy Group LLC
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|
IA | 0.1 |
|
Quantify Chaos Advisors LLC
✚
|
0.1 |