1646 N. California Blvd.
Suite 320
Walnut Creek, California 94596
Tel: 650-252-0550
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 297808 |
SEC# | 801-113671 |
Assets Managed by Firm | $4,035,668,036 |
No. of Clients | 3511 |
No. of Advisors | 51 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3511 | $4,035,668,036 |
Individuals (other than high net worth individuals) | 315 | $216,128,884 |
High net worth individuals | 585 | $3,735,026,112 |
Pension and profit sharing plans | 2 | $6,691,027 |
Charitable organizations | 3 | $7,958,656 |
Corporations or other businesses | 2 | $69,863,357 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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