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Tepper, David Louis (San Francisco)


Tepper, David Louis is an adviser based in San Francisco. It manages $35.96 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2007.

Tepper, David Louis provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tepper, David Louis: assets under management

The assets under management (AUM) of Tepper, David Louis is $35.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $467.05 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tepper, David Louis for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Tepper, David Louis performs its advisory services is located at 220 Montgomery Street, San Francisco, CA 94104, 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 415-956-5593 or by fax 415-956-5661. The normal business hours are 8:00am to 4:00pm on Monday - Friday.


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