Poplar Global Wealth Management LLC is an adviser based in San Bruno. It manages $27.4 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Poplar Global Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Poplar Global Wealth Management LLC is $27.4 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Poplar Global Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Poplar Global Wealth Management LLC performs its advisory services is located at 1001 Bayhill Dr., San Bruno, CA 94066, 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 650-616-4163. The normal business hours are 630am-400pm on Monday - Friday. You can find more information about the New York firm at www.pgwm.com.