Investment Management Services locations near San Mateo, CA

Showing 1–10 of 10 results

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

Updated Sep 2026

Balopole Investment Management Corp

📍 1650 Borel Pl, San Mateo, CA, 94402

📞 650-574-1307

🌐 balopole.com

Balopole Investment Management Corp is an investment management firm located in San Mateo, California. The company offers services including charitable giving, estate planning, research, and tax planning. They also provide government securities as part of their product offerings. While their online presence dates back to 2016, it suggests they are still operational in the San Mateo area.

Kestrel Investment Management Corp.

📍 411 Borel Ave Ste 403, San Mateo, CA, 94402

📞 650-572-9450

🌐 kestrelinvestment.com

BFF Capital Management LLC

📍 411 Borel Ave Ste 502, San Mateo, CA, 94402

📞 650-572-2600

Osborn Capital Management

📍 1875 S Grant St Ste 100, San Mateo, CA, 94402

📞 650-571-5433

Finnovative Co

📍 1900 Ofarrell St Ste 310, San Mateo, CA, 94403

📞 650-393-5526

ICS Wealth Management

📍 155 Bovet Rd Ste 455, San Mateo, CA, 94402

📞 650-525-0777

Franklin Asset Management Systems

📍 960 Park Pl, San Mateo, CA, 94403

📞 650-312-4920

Battery Ventures

📍 901 Mariners Island Blvd, San Mateo, CA, 94404

📞 650-372-3939

🌐 battery.com

BCP Capital Management

📍 1810 Gateway Dr, San Mateo, CA, 94404

📞 650-312-7000

Franklin Administrative Services

📍 960 Park Pl, San Mateo, CA, 94403

📞 650-312-2000