Occidental Asset Management LLC
Legal Name: OCCIDENTAL ASSET MANAGEMENT, LLC
Full Contact Details
Occidental Asset Management LLC
301 CALIFORNIA DRIVE #9, BURLINGAME, CA
650-344-1600
650-745-7347
Other Info
Occidental Asset Management LLC, also known as OCCIDENTAL ASSET MANAGEMENT, LLC, is a Limited Liability Company based in Delaware. They have seven employees, all in advisory roles, and serve an unknown number of clients. Their SEC status is currently listed as approved, and they were registered on September 6, 2013.
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We are a fee-only Registered Investment Advisor (RIA) based in Burlingame, California that provides services across our clients’ financial needs and investments.
Direct Owners
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ANDREW CHARLES CATTANO
MANAGING PRINCIPAL owns less than 5%
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BRAD T KLONTZ
MANAGING PRINCIPAL owns less than 5%
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NATHAN HATTON WALSH
MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER owns less than 5%
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OCCAM CAPITAL, LLC
HOLDING COMPANY owns 75% or more
Indirect Owners
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ANDREW CHARLES CATTANO
TRUSTEE
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BRAD KLONTZ AND JONI WADA FAMILY TRUST
MEMBER owns more than 25% but less than 50%
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BRAD T KLONTZ
TRUSTEE
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CATTANO FAMILY TRUST
MEMBER owns more than 25% but less than 50%
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JONI WADA
TRUSTEE
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MICHELLE PAIGE CATTANO
TRUSTEE
-
NATHAN HATTON WALSH
MEMBER owns more than 25% but less than 50%