RIA Intel›Advisers›California›SHORENSTEIN INVESTMENT ADVISERS LLC

SHORENSTEIN INVESTMENT ADVISERS LLC

Advisory

N·SAN FRANCISCO, CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$788M
1-Year AUM Growth
+13.1%
3-Year CAGR
—
Employees
33
Assets Under Management
Total AUM$788M
Discretionary AUM$788M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees33
Investment Advisers33
Employee Growth (1Y)-4.3%
Filing History
Total Filings on Record3
First FilingFeb 14, 2024
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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