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TOPEL & DISTASI WEALTH MANAGEMENT, LLC

Tel: 510-898-1270
2907 Claremont Avenue, Suite 111
Berkeley, California  94705

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TOPEL & DISTASI WEALTH MANAGEMENT, LLC

TOPEL & DISTASI WEALTH MANAGEMENT, LLC is a Berkeley, California based financial advisory firm with nearly $300,392,152 in assets under management and provides investment advisory services for 610 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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

285538

SEC#:

801-120715

No. of Clients:

610

Assets under Management

$300,392,152

No. of Advisors:

3

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