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CALIFORNIA FINANCIAL ADVISORS
12657 Alcosta Blvd
Suite 470
San Ramon, California 94583
Tel: 925.275.1000
About CALIFORNIA FINANCIAL ADVISORS
CALIFORNIA FINANCIAL ADVISORS, formally registered with the SEC as CALIFORNIA FINANCIAL ADVISORS. The firm was established in 02/18/1998. They have over 1 offices throughout the country.
CALIFORNIA FINANCIAL ADVISORS is a San Ramon, California based Financial Planning firm with nearly $1,739,370,943 assets under management, offering retirement planning & investment advisory services to 1490 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110152 |
| SEC# | 801-55273 |
| Assets Managed by Firm | $1,739,370,943 |
| No. of Clients | 1490 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1490 | $1,739,370,943 |
| Individuals (other than high net worth individuals) | 1446 | $1,458,499,239 |
| High net worth individuals | 35 | $276,635,240 |
| Charitable organizations | 2 | $445,551 |
| Corporations or other businesses | 7 | $3,790,913 |
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