Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Penserra offers wealth management and standalone investment management services, including financial planning. They use internal investment management, independent managers, and sub-advisors/TAMPs. Services are tailored to client goals and risk tolerance. They also offer standalone financial planning services.
4 Orinda Way,, 100-A, Orinda, CA, 94563