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

More Retirement Planning firms in San Ramon, California:

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CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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