Annatto LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Half Moon Bay, California
CRD number
339068
Registered since
July 30, 2026

Firm profile

FINTRX

Overview

Annatto LLC is organized as a limited liability company and is recorded as an SEC-registered adviser with a 2026 registration year. Public summary fields identify ownership as a mix of a domestic entity and an individual and list the firm’s regulatory classification as unclassified. The firm is not designated as a capital allocator, is not flagged as an active ESG investor, and is not identified as a multi-state adviser, pension consultant, or related adviser based on the dataset provided. The snapshot contains minimal operational detail: business activities, advisory services, client types and fee arrangements are not disclosed in the supplied record. There are no entries in the dataset for industry awards, affiliations, or stated investment preferences.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Charles Christofilis

    Charles Christofilis

    Chief Compliance OfficerCRD 1518196

Contacts

2 of 2
  • Menachem Shalom

    CRD 7839833

  • Joel Kleiner

    Joel Kleiner

    FinOpCRD 7450898

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Half Moon Bay, CA

San Mateo

Location

Half Moon Bay, CA

Headquartered in Half Moon Bay, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
80 Stone Pine Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth