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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 $191,375,017 assets under management, offering retirement planning & investment advisory services to 265 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 | $191,375,017 |
| No. of Clients | 265 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 265 | $191,375,017 |
| Individuals (other than high net worth individuals) | 45 | $22,749,466 |
| High net worth individuals | 41 | $108,185,762 |
| Pension and profit sharing plans | $6,911,137 | |
| Corporations or other businesses | 13 | $53,528,652 |
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