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MESTMAKER & PETREY WEALTH ADVISORS

Tel: (661) 395-9400
2000 Oak Street
Suite 100
Bakersfield, California  93301

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MESTMAKER & PETREY WEALTH ADVISORS

MESTMAKER & PETREY WEALTH ADVISORS is a Bakersfield, California based financial advisory firm with nearly $97,885,000 in assets under management and provides investment advisory services for 455 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

148484

SEC#:

801-116958

No. of Clients:

455

Assets under Management

$97,885,000

No. of Advisors:

3

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