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RETIREMENT CAPITAL STRATEGIES, INC.

Tel: 408-551-6100
1190 Saratoga Ave., Suite 140
San Jose, California  95129

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RETIREMENT CAPITAL STRATEGIES, INC.

RETIREMENT CAPITAL STRATEGIES, INC. is a San Jose, California based financial advisory firm with nearly $265,206,130 in assets under management and provides investment advisory services for 666 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

139009

SEC#:

801-70918

No. of Clients:

666

Assets under Management

$265,206,130

No. of Advisors:

6

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