Adviser Profile
| As of Date | 07/27/2026 |
| Registration | SEC, Approved, 12/01/2025 |
| ADV Location | SAN RAMON, CA, United States |
| Contact Info | 925 xxxxxxx |
| Websites |
| AUM* | 502,955,078 |
| of that, discretionary | 502,955,078 |
| Number of Employees | 10 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 |
| Avg Account Size | 369,820 |
| % High Net Worth | 19.93% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
503M
431M
359M
287M
216M
144M
72M
2025
2026
Private Funds
No private funds