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VELMARK CAPITAL MANAGEMENT LLC
CRD 311441
580 CALIFORNIA STREET, SUITE 1200, SAN FRANCISCO, CA, 94104, United States
Phone
415-986-9415
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.1M
Discretionary AUM
$22.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $22.1M |
All web addresses on file
Official SEC filing: View on IAPD