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WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Tel: (408) 217-2000
1732 North 1st Street
Suite 220
San Jose, California  95112

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WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC is a San Jose, California based financial advisory firm with nearly $1,117,452,992 in assets under management and provides investment advisory services for 1883 clients. There are currently 8 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 , Pesnsion consulting services

Fee Structure:

A percentage of AUM

Firm CRD#:

139237

SEC#:

801-66794

No. of Clients:

1883

Assets under Management

$1,117,452,992

No. of Advisors:

8

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