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Multicultural Economics, Inc. (Oakland)


Multicultural Economics, Inc. is an internet adviser based in Oakland. It manages $5 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2011.

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Multicultural Economics provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Multicultural Economics: assets under management

The assets under management (AUM) of Multicultural Economics, Inc. is $5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Multicultural Economics, Inc. for their services and products based on a percentage of assets under management and fixed 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.

Based in Oakland

The principal office where Multicultural Economics, Inc. performs its advisory services is located at West Grand Lofts, Oakland, CA 94607, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-533-4244 or by fax 510-836-0260. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at www.edmcapitalpartners.com.


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