Bank / Wealth / TrustRIA · CRD 282245SEC-RegisteredPrivate Fund Adviser

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Christmas Corporation

Christmas Corporation was established in 2015 as a California-based wealth manager. It functions as a registered investment adviser serving individuals and...

Christmas Corporation logo

Christmas Corporation

Christmas Corporation was established in 2015 as a California-based wealth manager. It functions as a registered investment adviser serving individuals and high-net-worth clients. The firm supplies portfolio management, family office services, tax planning, estate planning, and wealth management. No specific asset classes, portfolio holdings, or geographic deployment beyond California headquarters appear in available records. No additional offices, team size, or adjacent vehicles are disclosed. No operational events from the last 24 months are recorded.

General information

Firm type

Wealth Manager

Year founded

2015

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Berkeley

Corporate office

Berkeley, United States

Frequently asked questions

What services does Christmas Corporation provide?

The firm offers portfolio management, family office services, tax planning, estate planning, and wealth management to individuals and high-net-worth clients.

When was Christmas Corporation founded?

It was established in 2015.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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