Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > san francisco > DEDICATED CAPITAL ADVISORS, LLC
DEDICATED CAPITAL ADVISORS, LLC
601 Montgomery St.
Suite 1111
San Francisco, California 94111
Tel: 415-765-1778
About DEDICATED CAPITAL ADVISORS, LLC
DEDICATED CAPITAL ADVISORS, LLC, formally registered with the SEC as DEDICATED CAPITAL ADVISORS, LLC. The firm was established in 09/30/2013. They have over 1 offices throughout the country.
DEDICATED CAPITAL ADVISORS, LLC is a San Francisco, California based Financial Planning firm with nearly $106,050,182 assets under management, offering retirement planning & investment advisory services to 108 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168132 |
| SEC# | 801-78393 |
| Assets Managed by Firm | $106,050,182 |
| No. of Clients | 108 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 108 | $106,050,182 |
| Individuals (other than high net worth individuals) | 16 | $4,378,931 |
| High net worth individuals | 34 | $88,831,225 |
| Charitable organizations | 16 | $12,840,026 |
More Retirement Planning firms in San Francisco, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in San Francisco, California