SEC Form ADV

OCCIDENTAL ASSET MANAGEMENT, LLC

Firm profile: Occidental Asset Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$1.1B
Assets Under Management
15
Employees
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Registration Details

Accession
crd-168650
Location
BURLINGAME, CA
Filing Date
September 23, 2026
AUM
$1.1B
Employees
15
Amendment
No

Client Types

HNW Individuals

About this Adviser

OCCIDENTAL ASSET MANAGEMENT, LLC is a registered investment adviser headquartered in BURLINGAME, CA, managing approximately $1.1B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.