FOUNDERS CIRCLE CAPITAL, LLC
Campbell, CA
AUM
$1.67B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-299-8311
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
14 advisers found
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC
Campbell, CA
AUM
$338.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
408-377-7414
SEEK FIRST INC.
Campbell, CA
AUM
$251.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
866-398-4044
ENTRUST INVESTMENT SERVICES, INC
Campbell, CA
AUM
$141.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
408-429-8444
BEHAGE FINANCIAL
Campbell, CA
AUM
$13.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(408) 425-9132
ALTA FINANCIAL GROUP
Campbell, CA
AUM
$6.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
415-999-7046
CLEARBRIDGE FINANCIAL
Campbell, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges
408-628-0586
HICKOK ADVISORY, LLC
Campbell, CA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
408-265-8400
Full profileNo website
PETERSEN AND HICKS
Campbell, CA
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
408-369-7390
Full profileNo website