OCCIDENTAL ASSET MANAGEMENT, LLC of BURLINGAME, CA is an SEC-registered investment adviser (CRD 168650). Regulatory assets under management: $1.1B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| 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 | — |