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Net Equity Insurance & Investments, Inc. (Burlingame)


Net Equity Insurance & Investments, Inc. is a large advisory firm based in Burlingame. It manages $57.14 million of regulatory assets for 538 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.

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Net Equity Insurance & Investments provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Net Equity Insurance & Investments: assets under management

The assets under management (AUM) of Net Equity Insurance & Investments, Inc. is $57.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $57.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $106.21 thousand each.

Fees & Commissions

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

Based in Burlingame

The principal office where Net Equity Insurance & Investments, Inc. performs its advisory services is located at 111 Anza Blvd., Suite 330, Burlingame, CA 94010, 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 650-696-1650 or by fax 650-696-1653. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.netequityassociates.com.


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