PICO ASSOCIATES

PICO ASSOCIATES of OAKLAND, CA is an SEC-registered investment adviser (CRD 136611). Regulatory assets under management: $11.0M.

Registration

• CRD: 136611
• Type: Registered investment adviser
• Location: 829 27TH AVENUE, OAKLAND, CA, 94601
• Phone: 510-261-0700
• Latest filing: 2026-03-31
• Regulatory AUM: $11.0M
• Non-discretionary AUM: $11.0M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136611 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search