SHUM FINANCIAL GROUP, INC.
Alameda, CA
AUM
$322.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
510-748-7462
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, ALAMEDA
4 advisers found
BCN FINANCIAL, INC.
Alameda, CA
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(510) 769-1088
FIRESIDE FINANCES, LLC
Alameda, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; EDUCATIONAL SEMINAR FEES
(916) 538-5351
KEVIN KENNEDY, LLC
Alameda, CA
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(510) 748-1898