Founded in 2005, Menlo Asset Management, LLC is a U.S. Securities and Exchange Commission (SEC) registered investment adviser based in Menlo Park, California. The firm operates on a fee-only basis, focusing on providing discretionary portfolio management and comprehensive financial planning services. Their mission is to build customized investment portfolios tailored to the specific needs and goals of their clients, who include high-net-worth individuals, families, trusts, and institutions.

Founded in

United States