Mazzon Justin Spencer is an adviser based in Larkspur. It manages $39.37 million of regulatory assets for 141 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.
Mazzon Justin Spencer provides portfolio management for individuals and small businesses and consultations on either investment or business analysis. 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 Mazzon Justin Spencer is $39.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% 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 Mazzon Justin Spencer for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Mazzon Justin Spencer performs its advisory services is located at 700 Larkspur Landing Circle, Larkspur, CA 94939, which is also the mailing address of the firm. An additional office of the firm is in Greenbrae, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (415) 464-4822 or by fax (415) 461-6486. The normal business hours are 8:00 a.m. - 4:30 p.m. on Monday - Friday.