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FERMATA ADVISORS

Tel: (707) 938-7414
539 Broadway
Suite A
Sonoma, California  95476

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FERMATA ADVISORS

FERMATA ADVISORS is a Sonoma, California based financial advisory firm with nearly $973,846,526 in assets under management and provides investment advisory services for 3843 clients. There are currently 24 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#:

305614

SEC#:

801-117411

No. of Clients:

3843

Assets under Management

$973,846,526

No. of Advisors:

24

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