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Glikman Associates (San Rafael)


Glikman Associates is an adviser based in San Rafael. It manages $59.01 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Glikman Associates provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Glikman Associates: assets under management

The assets under management (AUM) of Glikman Associates is $59.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $59.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $596.05 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Glikman Associates for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Rafael

The principal office where Glikman Associates performs its advisory services is located at 55 Shaver St, San Rafael, CA 94901 2784, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-456-0448 or by fax 415-456-0493. The normal business hours are 10:00 am - 4:00 pm on Monday - Friday.


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