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BORDEAUX WEALTH ADVISORS
1550 El Camino Real
Suite 100
Menlo Park, California 94025
Tel: 650-289-1105
About BORDEAUX WEALTH ADVISORS
BORDEAUX WEALTH ADVISORS, formally registered with the SEC as BORDEAUX WEALTH ADVISORS. The firm was established in 03/01/2017. They have over 4 offices throughout the country.
BORDEAUX WEALTH ADVISORS is a Menlo Park, California based Financial Planning firm with nearly $4,437,471,849 assets under management, offering retirement planning & investment advisory services to 247 clients. The firm is staffed with 35 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 287758 |
| SEC# | 801-110221 |
| Assets Managed by Firm | $4,437,471,849 |
| No. of Clients | 247 |
| No. of Advisors | 35 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 247 | $4,437,471,849 |
| High net worth individuals | 244 | $4,404,140,278 |
| Charitable organizations | 3 | $33,331,571 |
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