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CALIFORNIA FINANCIAL ADVISORS

Tel: 925.275.1000
12657 Alcosta Blvd
Suite 470
San Ramon, California  94583

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CALIFORNIA FINANCIAL ADVISORS

CALIFORNIA FINANCIAL ADVISORS is a San Ramon, California based financial advisory firm with nearly $1,739,370,943 in assets under management and provides investment advisory services for 1490 clients. There are currently 11 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

110152

SEC#:

801-55273

No. of Clients:

1490

Assets under Management

$1,739,370,943

No. of Advisors:

11

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