ADELANTE CAPITAL MANAGEMENT LLC
Alameda, CA
AUM
$1.49B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
510-986-2100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
9 advisers found
PHOCAS FINANCIAL CORPORATION
Alameda, CA
AUM
$682.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
510-523-5800
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
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
ASIA GLOBAL ASSET MANAGEMENT, INC
Alameda, CA
AUM
—
Team
4 advisors
Clients
—
Fees
SELECTION AND MONITORING TPA SOLICITOR FEES
718-578-8249
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