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IN TOUCH FINANCIAL SERVICES
CRD 153249
6465 SAN PABLO AVE. 1-1, OAKLAND, CA, 94608, United States
Phone
(510) 653-8968
Fax
510-743-4118
Registration
— (—)
Source
State registered
Total AUM
$87.5M
Discretionary AUM
$2.0M
Team
3 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; ANNUAL RETAINER
Org form
Corporation
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 272 | $26.2M |
| High net worth individuals | 18 | $45.8M |
| Pension/profit sharing plans | 3 | $13.5M |
| Insurance companies | 3 | $2.0M |
| Corporations/business entities | 3 | $0 |
All web addresses on file
Official SEC filing: View on IAPD