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ADERO PARTNERS, LLC

1646 N. California Blvd.
Suite 320
Walnut Creek, California 94596
Tel: 650-252-0550

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About ADERO PARTNERS, LLC

ADERO PARTNERS, LLC, formally registered with the SEC as ADERO PARTNERS, LLC. The firm was established in 07/24/2018. They have over 24 offices throughout the country.

ADERO PARTNERS, LLC is a Walnut Creek, California based Financial Planning firm with nearly $4,035,668,036 assets under management, offering retirement planning & investment advisory services to 3511 clients. The firm is staffed with 51 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#297808
SEC#801-113671
Assets Managed by Firm$4,035,668,036
No. of Clients3511
No. of Advisors51

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (INSURANCE SOLUTIONS, CASH MANAGEMENT SOLUTIONS)

Firm Client Information

No. of ClientsAUM
Firm Total3511$4,035,668,036
Individuals (other than high net worth individuals)315$216,128,884
High net worth individuals585$3,735,026,112
Pension and profit sharing plans2$6,691,027
Charitable organizations3$7,958,656
Corporations or other businesses2$69,863,357

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