Menlo Asset Management
Business details
- Category
- Financial Services · Financial planner
- Address
- 1010 El Camino Real | Suite 370, Menlo Park, CA 94025
- Phone
- (650) 321-6068
- Website
- menloasset.com
- County
- San Mateo County
Hours
- Monday: 6:30 AM–5 PM
- Tuesday: 6:30 AM–5 PM
- Wednesday: 6:30 AM–5 PM
- Thursday: 6:30 AM–5 PM
- Friday: 6:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Sound financial guidance, thoughtful portfolio management, and clear long-term planning: that's what we offer at Menlo Asset Management. We are a financial planning and asset management firm based in Menlo Park, serving individuals and families across San Mateo County and the Peninsula.
Our work centers on building and managing investment portfolios designed around each client's goals, from everyday financial planning to growing and protecting the wealth you have worked hard to build. We bring a deep understanding of the asset management landscape to every relationship, so you can make confident decisions with a clear view of where your money is going.
Many of the families we work with have trusted us with their finances for years, and we take that responsibility seriously in every conversation and every recommendation.
If you are looking for a knowledgeable financial partner on the Peninsula, visit our website to learn more and get in touch.
Our work centers on building and managing investment portfolios designed around each client's goals, from everyday financial planning to growing and protecting the wealth you have worked hard to build. We bring a deep understanding of the asset management landscape to every relationship, so you can make confident decisions with a clear view of where your money is going.
Many of the families we work with have trusted us with their finances for years, and we take that responsibility seriously in every conversation and every recommendation.
If you are looking for a knowledgeable financial partner on the Peninsula, visit our website to learn more and get in touch.