Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > sacramento > ADAMS ASHBY FINANCIAL ADVISORS
ADAMS ASHBY FINANCIAL ADVISORS
3508 Cody Way
Suite 100
Sacramento, California 95864
Tel: 916-333-5989
About ADAMS ASHBY FINANCIAL ADVISORS
ADAMS ASHBY FINANCIAL ADVISORS, formally registered with the SEC as ADAMS ASHBY FINANCIAL ADVISORS. The firm was established in 10/16/2018. They have over 1 offices throughout the country.
ADAMS ASHBY FINANCIAL ADVISORS is a Sacramento, California based Financial Planning firm with nearly $236,308,376 assets under management, offering retirement planning & investment advisory services to 117 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149683 |
| SEC# | 801-114137 |
| Assets Managed by Firm | $236,308,376 |
| No. of Clients | 117 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 117 | $236,308,376 |
| Individuals (other than high net worth individuals) | 11 | $2,042,979 |
| High net worth individuals | 12 | $231,955,506 |
| Pension and profit sharing plans | 12 | $1,986,114 |
| Charitable organizations | 1 | $323,777 |
More Retirement Planning firms in Sacramento, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,936,601,179,276 | 18358 | 1331 | |
| $2,406,691,634,676 | 481 | 754 | |
| $2,248,547,388,863 | 2782 | 3177 | |
| $782,620,910,160 | 242041 | 1007 | |
| $322,933,193,102 | 762 | 295 |
Explore More Retirement Advisors in Sacramento, California