Technology Funding Inc (El Dorado Hills)

Name: Technology Funding Inc
Address: 1107 Investment Boulevard, El Dorado Hills, CA, 95762
Telephone: 916-941-1400

Technology Funding Inc is an adviser based in El Dorado Hills. It manages $16.72 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.

Technology Funding provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Technology Funding: assets under management

The assets under management (AUM) of Technology Funding Inc is $16.72 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.57 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Technology Funding Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Technology Funding Inc

Technology Funding Ltd joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Ray Kokesh	Chief executive officer	1 Dec 1979	Other	1475844
Technology Funding Ltd	Owner	1 May 1993	75% - 100%	105628

Based in El Dorado Hills

The principal office where Technology Funding Inc performs its advisory services is located at 1107 Investment Boulevard, El Dorado Hills, CA 95762, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 916-941-1400 or by fax 916-941-7551. The normal business hours are 8:00 a.m.-12:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.techfunding.com.