STOCKTALK INC.
DBA: MEZZI
At a Glance
| Employees | 10 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Employees | 10 | 0.0% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 317 | +117.1% | — | — | — |
Key Metrics
| Total AUM | N |
| Employees | 10 |
| Client Range | 251-500 |
Contact & Location
Address
700 EL CAMINO REAL
MENLO PARK CA 94025
Phone
(415) 612-2667
Filing History
3 ADV Part 1 submissions
Fee Structure
Fixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Headcount Over Time
Total Employees
Advisory Staff
Clients
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported