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Home > Retirement Planners > california > oakland > FINANCIAL AVENGERS, INC.
FINANCIAL AVENGERS, INC.
505 Fourteenth Street, #310
Oakland, California 94612
Tel: (415) 773-2174
About FINANCIAL AVENGERS, INC.
FINANCIAL AVENGERS, INC, formally registered with the SEC as FINANCIAL AVENGERS, INC. The firm was established in 05/14/2013. They have over 1 offices throughout the country.
FINANCIAL AVENGERS, INC. is a Oakland, California based Financial Planning firm with nearly $366,797,865 assets under management, offering retirement planning & investment advisory services to 745 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119636 |
| SEC# | 801-78015 |
| Assets Managed by Firm | $366,797,865 |
| No. of Clients | 745 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 745 | $366,797,865 |
| Individuals (other than high net worth individuals) | 110 | $52,790,382 |
| High net worth individuals | 110 | $312,167,139 |
| Corporations or other businesses | 5 | $1,840,344 |
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