FISHER LYNCH CAPITAL, LLC
Burlingame, CA
AUM
$9.52B
Wealth Mgmt
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
617-406-3124
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, BURLINGAME
20 advisers found
ALTOS VENTURES MANAGEMENT, INC.
Burlingame, CA
AUM
$5.45B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-234-9771
SKYKNIGHT CAPITAL, L.P.
Burlingame, CA
AUM
$4.43B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415.914.0782
NEWVIEW CAPITAL MANAGEMENT, LLC
Burlingame, CA
AUM
$3.86B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-416-1590
ARC70 ADVISERS LP
Burlingame, CA
AUM
$1.90B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 322-3303
SENTINEL DOME PARTNERS, LLC
Burlingame, CA
AUM
$1.59B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-636-9250
OCCIDENTAL ASSET MANAGEMENT, LLC
Burlingame, CA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
650-344-1600
LATERAL INVESTMENT MANAGEMENT, LLC
Burlingame, CA
AUM
$1.00B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-396-2200
VIRGO INVESTMENT GROUP LLC
Burlingame, CA
AUM
$857.4M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-486-1953
OCTAHEDRON CAPITAL MANAGEMENT, L.P.
Burlingame, CA
AUM
$594.2M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-243-2204
GAVILAN INVESTMENT PARTNERS LLC
Burlingame, CA
AUM
$514.7M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
650-334-4990
TESSARA WEALTH
Burlingame, CA
AUM
$162.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
650-636-7526
BURLINGAME WEALTH MANAGEMENT, LLC
Burlingame, CA
AUM
$117.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; FEES PAID BY LPG CAPITAL PARTNERS LP AS DESCRIBED IN ADV PART 2
6505972400
LUNA CAPITAL MANAGEMENT, LLC
Burlingame, CA
AUM
$116.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(415) 513-5257
CIRCUIT WEALTH LLC
Burlingame, CA
AUM
$1.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
650-220-7555
OPTURA ADVISORS, INC.
Burlingame, CA
AUM
$671K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(415) 968-9269
KEENAN CAPITAL, LLC
Burlingame, CA
AUM
$687.6M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-344-3334
Full profileNo website
AMPERSAND CAPITAL GROUP, L.P.
Burlingame, CA
AUM
$235.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-292-1700
Full profileNo website
POPLAR POINT CAPITAL MANAGEMENT LLC
Burlingame, CA
AUM
$110.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
650 239 9049
Full profileNo website
MC INVESTMENTS & ADVISORY LLC
Burlingame, CA
AUM
$4.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
415-909-8802
Full profileNo website