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Home > Retirement Planners > california > bakersfield > MESTMAKER & PETREY WEALTH ADVISORS
MESTMAKER & PETREY WEALTH ADVISORS
2000 Oak Street
Suite 100
Bakersfield, California 93301
Tel: (661) 395-9400
About MESTMAKER & PETREY WEALTH ADVISORS
MESTMAKER & PETREY WEALTH ADVISORS, formally registered with the SEC as MESTMAKER & PETREY WEALTH ADVISORS. The firm was established in 07/15/2019. They have over 2 offices throughout the country.
MESTMAKER & PETREY WEALTH ADVISORS is a Bakersfield, California based Financial Planning firm with nearly $97,885,000 assets under management, offering retirement planning & investment advisory services to 455 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148484 |
| SEC# | 801-116958 |
| Assets Managed by Firm | $97,885,000 |
| No. of Clients | 455 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 455 | $97,885,000 |
| Individuals (other than high net worth individuals) | 345 | $47,000,000 |
| High net worth individuals | 20 | $31,600,000 |
| Charitable organizations | 3 | $1,785,000 |
| Corporations or other businesses | 18 | $17,500,000 |
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