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THE INVESTMENT AND PHILANTHROPY CORPORATION

Advisory

SAUSALITO, CA

Data as of Jul 23, 2026 · Source: SEC Form ADV

Rank in CA
#3,993
of 5,480 advisers by AUM
Average account
$737K
across 38 accounts
AUM per adviser
$14M
2 advisers

Source: SEC Form ADV. Figures as filed Jul 23, 2026.

Total AUM
$28M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$28M
Discretionary AUM$28M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients38
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndMay
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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