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Home > Retirement Planners > california > larkspur > PORTICO WEALTH ADVISORS, LLC
PORTICO WEALTH ADVISORS, LLC
17 E. Sir Francis Drake Blvd.
Suite 218
Larkspur, California 94939
Tel: 415-925-8700
About PORTICO WEALTH ADVISORS, LLC
PORTICO WEALTH ADVISORS, LLC, formally registered with the SEC as PORTICO WEALTH ADVISORS, LLC. The firm was established in 04/17/2015. They have over 1 offices throughout the country.
PORTICO WEALTH ADVISORS, LLC is a Larkspur, California based Financial Planning firm with nearly $232,348,843 assets under management, offering retirement planning & investment advisory services to 296 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151794 |
| SEC# | 801-95174 |
| Assets Managed by Firm | $232,348,843 |
| No. of Clients | 296 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 296 | $232,348,843 |
| Individuals (other than high net worth individuals) | 36 | $16,596,925 |
| High net worth individuals | 49 | $122,873,386 |
| Pension and profit sharing plans | Fewer than 5 clients | $10,174,682 |
| Corporations or other businesses | 14 | $82,703,850 |
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