Femmx Financial (San Francisco)

Name: Femmx Financial
Address: 12 Geary Street, San Francisco, CA, 94108
Telephone: 415-434-4495

Femmx Financial is a large advisory firm based in San Francisco. It manages $39.58 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Femmx Financial 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.

Femmx Financial: assets under management

The assets under management (AUM) of Femmx Financial is $39.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $39.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $39.58 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Femmx Financial for their services and products based on a percentage of assets under management. 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 Femmx Financial

Femmx Financial is owned by Linda Chiaying Pei. Dorothy Chung Yeung has been acting as President since 1 Dec 1997. Jane Elodie Drake joined the executive team most recently as the Chief Operating Officer/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Linda Chiaying Pei	President/owner	1 Mar 1993	25% - 50%	2372082
Leslie Ellayne Christian	Owner	1 Mar 1993	25% - 50%	703407
Dorothy Chung Yeung	Director/owner	1 Dec 1997	Other	2344160
Jane Elodie Drake	Chief operating officer/chief compliance officer	1 Jun 2004	Other	1004081

Based in San Francisco

The principal office where Femmx Financial performs its advisory services is located at 12 Geary Street, San Francisco, CA 94108, 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 415-434-4495 or by fax 415-434-4496. The normal business hours are 9:00 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at womens-equity.com.