Caerus Investment Advisors, LLC

Caerus Investment Advisors, LLC

Financial Services

San Francisco, California 104 followers

About us

CAERUS, THE GREEK GOD, IS THE YOUNGEST SON OF ZEUS AND THE PERSONIFICATION OF LUCK, OPPORTUNITY, AND FAVORABLE MOMENTS. CAERUS CAN ONLY BE SEIZED BY HIS SINGLE LOCK OF HAIR WHEN HE ARRIVES. LIKE OPPORTUNITY, ONCE HE PASSES - HE’S GONE FOREVER. CAERUS, THE FIRM, IS A GLOBAL MULTI-FAMILY OFFICE OPERATING AS AN INDEPENDENT RIA REGISTERED WITH THE SECURITIES AND EXCHANGE COMMISSION. CAERUS IS A FULL SERVICE FIRM PROVIDING HOLISTIC WEALTH MANAGEMENT SOLUTIONS TO HIGH NET WORTH INDIVIDUALS, FAMILY OFFICES, FOUNDATIONS, AND ENDOWMENTS. Caerus Investment Advisors, LLC is a Registered Investment Adviser. This platform is solely for informational purposes.

Industry
Financial Services
Company size
2-10 employees
Headquarters
San Francisco, California
Type
Privately Held
Founded
2014
Specialties
Wealth Management, Tax Planning, Pre-IPO Wealth Planning, Stock Option/RSU Analysis,, and Hedging and Monetization Strategies

Locations

Employees at Caerus Investment Advisors, LLC

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