6700 Koll Center Parkway
Suite 230
Pleasanton, California 94566
Tel: 925-621-1000
MIRADOR CAPITAL PARTNERS, formally registered with the SEC as MIRADOR CAPITAL PARTNERS. The firm was established in 11/21/2014. They have over 2 offices throughout the country.
MIRADOR CAPITAL PARTNERS is a Pleasanton, California based Financial Planning firm with nearly $754,155,566 assets under management, offering retirement planning & investment advisory services to 2487 clients. The firm is staffed with 14 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 173764 |
SEC# | 801-80585 |
Assets Managed by Firm | $754,155,566 |
No. of Clients | 2487 |
No. of Advisors | 14 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2487 | $754,155,566 |
Individuals (other than high net worth individuals) | 380 | $119,677,386 |
High net worth individuals | 217 | $592,726,596 |
Pension and profit sharing plans | 3 | $20,847,336 |
Charitable organizations | 8 | $4,718,874 |
Corporations or other businesses | 6 | $16,185,374 |
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 |
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