Effective Assets
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2342 Shattuck Ave PMB 366, Berkeley, Cal...Phone Number
(510) 549-2525Website
www.effectiveassets.comRevenue
<$5 MillionIndustry
About Effective Assets
Effective Assets is an independent registered investment adviser based in Berkeley, CA, specializing in socially responsible impact investing (SRI) with a legacy of over 30 years. The company offers tailored investment portfolios, financial planning, and consulting services aimed at individuals, families, non-profits, and mission-driven businesses. Their mission is to empower clients to use their investments to foster a sustainable and progressive future. Effective Assets is committed to environmental causes and human rights activism, reflecting their core values in their investment strategies.Explore more
SIC Code 62,628NAICS Code 52,523Show moreEffective Assets Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Effective Assets
<$5M
1-10
Private
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JM
Justin MartelloPrincipal Advisor, CERTIFIED FINANCIAL PLANNER Practitioner
Effective Assets Tech Stack
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Effective Assets is an independent registered investment adviser based in Berkeley, CA, specializing in socially responsible impact investing (SRI) with a legacy of over 30 years. The company offers tailored investment portfolios, financial planning, and consulting services aimed at individuals, families, non-profits, and mission-driven businesses.... Read More
