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SHIRA RIDGE WEALTH MANAGEMENT

Tel: 415-721-0275
999 Fifth Avenue
Suite 590
San Rafael, California  94901

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SHIRA RIDGE WEALTH MANAGEMENT

SHIRA RIDGE WEALTH MANAGEMENT is a San Rafael, California based financial advisory firm with nearly $323,442,194 in assets under management and provides investment advisory services for 829 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

Fee Structure:

A percentage of AUM

Firm CRD#:

117627

SEC#:

801-112766

No. of Clients:

829

Assets under Management

$323,442,194

No. of Advisors:

6

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