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 registered with the SEC as a limited liability company; its SEC registration year is listed as 2026. The firm is recorded as having an owner structure described as a domestic entity and an individual, and the dataset classifies the adviser as "Unclassified." The record explicitly notes that Annatto LLC is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, not a related adviser, and not flagged as a newly formed adviser.

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

2 of 2
  • Charles Christofilis

    Charles Christofilis

    CEO and CCOCRD 1518196

  • Menachem Shalom

    CEOCRD 7839833

Contacts

1 of 1
  • 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