Bedrock Capital Management Inc (Los Altos)

Name: Bedrock Capital Management Inc
Address: 220 Main St., Los Altos, CA, 94022
Telephone: 415-902-5635

Bedrock Capital Management Inc is a large advisory firm based in Los Altos. It manages $40.94 million of regulatory assets for 240 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Bedrock Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bedrock Capital Management: assets under management

The assets under management (AUM) of Bedrock Capital Management Inc is $40.94 million. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.66 million in discretionary accounts and $284.81 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $170.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $284.81 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bedrock Capital Management Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bedrock Capital Management Inc

James Jorgensen has been acting as President since 1 Dec 1986. Janet Jorgensen joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Janet Jorgensen	Shareholder	1 Dec 1986	25% - 50%	4342958
Gerald Tomanek	President, director	1 Dec 1986	50% - 75%	1606696
James Jorgensen	Director	1 Dec 1986	25% - 50%	1629258

Based in Los Altos

The principal office where Bedrock Capital Management Inc performs its advisory services is located at 220 Main St., Los Altos, CA 94022 The mailing address of the firm is 101 First St., Los Altos, CA 94022 2750. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-902-5635 or by fax 650-897-9889. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.bedrockcapitalmanagement.com.