SLO MONEY MANAGERS
Atascadero, CA
AUM
$164.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(805) 460-7232
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
3 advisers found
ROTHMAN INVESTMENT MANAGEMENT, LLC
Atascadero, CA
AUM
$104.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(805) 286-6378
KOBATA FINANCIAL
Atascadero, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
805-460-0597