# OCCIDENTAL ASSET MANAGEMENT, LLC

OCCIDENTAL ASSET MANAGEMENT, LLC of BURLINGAME, CA is an SEC-registered investment adviser.

## Registration

- CRD: 168650
- Type: SEC-registered investment adviser
- SEC file number: 801-78516
- Location: 301 CALIFORNIA DRIVE #9, BURLINGAME, CA, 94010
- Phone: 650-344-1600
- Latest filing: 2026-06-25
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 15
- Accounts: 1,921

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Andrew Charles Cattano | MANAGING PRINCIPAL; TRUSTEE | — |
| Nathan Hatton Walsh | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER; MEMBER | San Francisco, CA |
| Michelle Paige Cattano | TRUSTEE | — |
| Brad T Klontz | MANAGING PRINCIPAL; TRUSTEE | — |
| Joni Wada | TRUSTEE | — |
| WALSH NATHAN HATTON | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER; MEMBER | — |
| CATTANO ANDREW CHARLES | MANAGING PRINCIPAL; TRUSTEE | — |
| CATTANO MICHELLE PAIGE | TRUSTEE | — |
| DAVIS JAY ALAN | MANAGING PRINCIPAL | — |
| KLONTZ BRAD T | MANAGING PRINCIPAL; MEMBER; TRUSTEE | — |
| Wada Joni | TRUSTEE | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SAN FRANCISCO | CA | 3 | 866-520-4985 |
| ALTAMONTE SPRINGS | FL | 2 | 321-401-6633 |
| BOULDER | CO | 1 | 808-445-9510 |
| PONTE VEDRA BEACH | FL | 1 | 425-440-0122 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168650/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168650/similar
- Related entities: https://search.stillhousedata.com/firm/168650/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168650

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.