DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > california > modesto
OLIVEIRA WEALTH
Tel: 209-579-2332
810 Standiford Ave Suite 1
Modesto, California 95350
OLIVEIRA WEALTH
OLIVEIRA WEALTH is a Modesto, California based financial advisory firm with nearly $272,989,903 in assets under management and provides investment advisory services for 905 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
Firm CRD#:
315326
SEC#:
801-122522
No. of Clients:
905
Assets under Management
$272,989,903
No. of Advisors:
3
More Financial Advisory Firms in Modesto, California
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | 1384 |
| BLACKROCK FUND ADVISORS | 105247 | 700 |
| PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | 3194 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | 857 |
| FRANKLIN ADVISERS, INC. | 104517 | 408 |
| DODGE & COX | 104596 | 306 |
More Firms in Modesto, California >>