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Chrome Advisors

Headquartered in SAN FRANCISCO, CA

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Firm Information

Chrome Advisors, based in San Francisco, California, is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. They specialize in helping high-net-worth individuals, pension and profit-sharing plans, and insurance companies achieve their financial goals through customized strategies. With over $100 million in regulatory assets under management, Chrome Advisors offers a personalized approach, working closely with clients to understand their unique needs and develop tailored solutions. Their services include financial planning, retirement planning, investment management, and portfolio management for individuals and businesses.

Chrome Advisors

345 CALIFORNIA STREET

SAN FRANCISCO, CA 94104

$100.35M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CHROME ADVISORS has a total of 2 branch locations across the country.
location

SAN FRANCISCO, CA

location

Hayward, CA

Advisors at Chrome Advisors

View All 2 Advisors
Unclaimed
Lisa Mireles Shinhira

RA

SAN FRANCISCO, CA

View Profile
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Virgilio Benedicto Cristobal

CFP®, RA

SAN FRANCISCO, CA

View Profile

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Disclosures

There are no public disclosures for Chrome Advisors.

Frequently Asked Questions (10)

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