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ADVISOR PARTNERS

Tel: 888-265-2257
2185 North California Blvd
Suite 290
Walnut Creek, California  94596

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ADVISOR PARTNERS

ADVISOR PARTNERS is a Walnut Creek, California based financial advisory firm with nearly $3,382,642,421 in assets under management and provides investment advisory services for 1929 clients. There are currently 12 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 , Other (CONSTRUCTION OF MODEL SECURITIES PORTFOLIOS)

Fee Structure:

A percentage of AUM

Firm CRD#:

321633

SEC#:

801-125744

No. of Clients:

1929

Assets under Management

$3,382,642,421

No. of Advisors:

12

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