Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > burbank > CTA WEALTH ADVISORS, INC.
CTA WEALTH ADVISORS, INC.
290 East Verdugo Avenue
Suite 205
Burbank, California 91502
Tel: 818-841-1746
About CTA WEALTH ADVISORS, INC.
CTA WEALTH ADVISORS, INC, formally registered with the SEC as CTA WEALTH ADVISORS, INC. The firm was established in 06/04/2020. They have over 2 offices throughout the country.
CTA WEALTH ADVISORS, INC. is a Burbank, California based Financial Planning firm with nearly $136,539,484 assets under management, offering retirement planning & investment advisory services to 181 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113007 |
| SEC# | 801-118848 |
| Assets Managed by Firm | $136,539,484 |
| No. of Clients | 181 |
| No. of Advisors | 5 |
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
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 181 | $136,539,484 |
| Individuals (other than high net worth individuals) | 70 | $27,308,896 |
| High net worth individuals | 38 | $108,019,933 |
| Pension and profit sharing plans | 1 | $1,210,655 |
More Retirement Planning firms in Burbank, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Burbank, California