Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > oakland > FALCON BRIDGE CAPITAL
FALCON BRIDGE CAPITAL
1999 Harrison Street, Suite 1575
Oakland, California 94612
Tel: 925-979-4280
About FALCON BRIDGE CAPITAL
FALCON BRIDGE CAPITAL, formally registered with the SEC as FALCON BRIDGE CAPITAL. The firm was established in 06/30/2011. They have over 1 offices throughout the country.
FALCON BRIDGE CAPITAL is a Oakland, California based Financial Planning firm with nearly $263,337,161 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156661 |
| SEC# | 801-72513 |
| Assets Managed by Firm | $263,337,161 |
| No. of Clients | 6 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $263,337,161 |
| Corporations or other businesses | 1 | $169,337,161 |
More Retirement Planning firms in Oakland, 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 Oakland, California