Investment Management Services locations near San Gregorio, CA

Showing 1–10 of 10 results

We track 10 investment management services listings in and around San Gregorio, CA, spread over 3 ZIP codes. Listings here were last checked in Aug 2026.

Doll Capital Management, Inc.

📍 2420 Sand Hill Rd Ste 200 Ste 200, Menlo Park, CA, 94025

📞 650-233-1400

Bennicas & Associates

📍 2995 Woodside Rd Ste 250, Woodside, CA, 94062

📞 650-851-4601

Lexington Avenue Capital Managent

📍 156 Alta Vista Rd, Woodside, CA, 94062

📞 650-332-2478

🌐 www.lexingtonave.com

A Better Way of Investing: A financial advisor working with individuals and fiduciaries to develop conservative financial plans and manage investments.

Tiemann Investment Advisors

📍 750 Menlo Ave, Menlo Park, CA, 94025

📞 650-566-0200

🌐 tiemann.net

Investor's Capital Management, LLC

📍 1100 Alma St Ste 200, Menlo Park, CA, 94025

📞 866-966-9291

🌐 www.feesonly.com

ICM is a fee-only, independent financial planning and investment management firm that puts its clients' interests first.

Curran And Lewis Investment Management Inc

📍 830 Menlo Ave Ste 210, Menlo Park, CA, 94025

📞 650-463-0200

🌐 curranandlewis.com

Thomas & Atkinson Capital Mgmt

📍 1040 Noel Dr Ste 101, Menlo Park, CA, 94025

📞 650-926-0795

PAC -Link Management

📍 1400 Page Mill Rd, Palo Alto, CA, 94304

📞 650-857-0686

Makena Capital Management LLC

📍 2755 Sand Hill Rd Ste 200, Menlo Park, CA, 94025

📞 650-926-0510

Updated Aug 2026

Canaan Management Inc

📍 2765 Sand Hill Rd, Menlo Park, CA, 94025

📞 650-854-8092

🌐 canaan.com

Canaan Management Inc is an investment management firm located in Menlo Park, California. The company offers business services, checking accounts, and futures trading, along with involvement in the NYSE. It has a recent online presence as of 2026, indicating active engagement with clients and the market.