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Home > Retirement Planners > california > san diego > BAMBOO WEALTH STRATEGIES
BAMBOO WEALTH STRATEGIES
3131 Camino Del Rio North
Suite 1000
San Diego, California 92108
Tel: (619) 289-9670
About BAMBOO WEALTH STRATEGIES
BAMBOO WEALTH STRATEGIES, formally registered with the SEC as BAMBOO WEALTH STRATEGIES. The firm was established in 11/16/2020. They have over 3 offices throughout the country.
BAMBOO WEALTH STRATEGIES is a San Diego, California based Financial Planning firm with nearly $184,244,140 assets under management, offering retirement planning & investment advisory services to 728 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170093 |
| SEC# | 801-119805 |
| Assets Managed by Firm | $184,244,140 |
| No. of Clients | 728 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 728 | $184,244,140 |
| Individuals (other than high net worth individuals) | 150 | $46,648,412 |
| High net worth individuals | 61 | $130,266,006 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,940,988 |
| Charitable organizations | Fewer than 5 clients | $2,388,734 |
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