Aream Advisors LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
318177
Registered since
May 16, 2023
Website
aream.co

Firm profile

FINTRX

Overview

Aream Advisors LLC is an LLC that registered with the SEC in 2023 and is classified in the dataset as operating in an investment-banking capacity. Ownership is listed as a combination of a foreign entity and an individual. The firm is not flagged as a capital allocator and the record indicates it does not position itself as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The dataset provides limited detail on business lines, fee models, client segments, or advisory activities. Given the registration date and the minimal public footprint in the record, Aream Advisors appears to have a nascent or narrow market presence based on the available information.

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

Contacts

3 of 5
  • Kimberly Matisoff

    Kimberly Matisoff

    Senior Compliance ProfessionalCRD 5982741

  • Clark Tucker

    Clark Tucker

    Managing DirectorCRD 1977842

  • Vincent Cardinal

    PrincipalCRD 1501493

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, 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 Francisco
Address
625 Market St
Time zone
PT (UTC-8)
Office locations

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