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FERMATA ADVISORS
539 Broadway
Suite A
Sonoma, California 95476
Tel: (707) 938-7414
About FERMATA ADVISORS
FERMATA ADVISORS, formally registered with the SEC as FERMATA ADVISORS. The firm was established in 09/30/2019. They have over 5 offices throughout the country.
FERMATA ADVISORS is a Sonoma, California based Financial Planning firm with nearly $973,846,526 assets under management, offering retirement planning & investment advisory services to 3843 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305614 |
| SEC# | 801-117411 |
| Assets Managed by Firm | $973,846,526 |
| No. of Clients | 3843 |
| No. of Advisors | 24 |
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 | 3843 | $973,846,526 |
| Individuals (other than high net worth individuals) | 1152 | $349,972,888 |
| High net worth individuals | 132 | $327,880,349 |
| Pension and profit sharing plans | 441 | $171,585,986 |
| Charitable organizations | 7 | $583,899 |
| Corporations or other businesses | 23 | $119,781,447 |
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