IFC
Auburn, CA
AUM
$173.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
530-886-8550
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, AUBURN
6 advisers found
Auburn, CA
AUM
$173.5M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
530-886-8550
Auburn, CA
AUM
$134.4M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
530-889-0200
Auburn, CA
AUM
$118.6M
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
530-906-1948
Auburn, CA
AUM
$108.6M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
210-541-9967
Auburn, CA
AUM
$15.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
530-889-0400
Auburn, CA
AUM
$27.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
530-888-0999