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WADE FINANCIAL ADVISORY, INC.

Tel: 408-369-7399
2105 S. Bascom Avenue
Suite 110
Campbell, California  95008

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WADE FINANCIAL ADVISORY, INC.

WADE FINANCIAL ADVISORY, INC. is a Campbell, California based financial advisory firm with nearly $672,931,878 in assets under management and provides investment advisory services for 255 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

108627

SEC#:

801-113201

No. of Clients:

255

Assets under Management

$672,931,878

No. of Advisors:

9

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