VOLEON CAPITAL MANAGEMENT LP
Berkeley, CA
AUM
$29.38B
Wealth MgmtInstitutional
Team
28 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
510-704-9870
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
29 advisers found
BLUME CAPITAL MANAGEMENT, INC.
Berkeley, CA
AUM
$856.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
510-549-3534
AFFINITY CAPITAL ADVISORS LLC
Berkeley, CA
AUM
$851.3M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
510-984-0261
NORTH BERKELEY WEALTH MANAGEMENT, LLC
Berkeley, CA
AUM
$829.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
510-528-5820
ELMWOOD WEALTH MANAGEMENT
Berkeley, CA
AUM
$477.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
510-858-2722
HONTE ADVISORS LLC
Berkeley, CA
AUM
$417.7M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-801-4250
WILLOW GROVE ADVISORS, LLC
Berkeley, CA
AUM
$369.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
510-705-1693
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
Berkeley, CA
AUM
$312.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
510-898-1270
CLAYTON PARTNERS LLC
Berkeley, CA
AUM
$172.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-296-5070
SASSER INVESTMENT MANAGEMENT, INC.
Berkeley, CA
AUM
$120.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; 3RD PARTY COMPENSATION IS RECEIVED FOR TRUST DEED INVESTMENTS.
510-835-0960
D.A. FLOWERS & COMPANY, LLC
Berkeley, CA
AUM
$50.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
510-868-2648
RO2 WEALTH
Berkeley, CA
AUM
$2.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
510 423 3203
ELLE CAPITAL FUND INVESTMENT MANAGER LP
Berkeley, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
415-439-0863
Page 1 of 2Next