COHEN CAPITAL MANAGEMENT INC
Corte Madera, CA
AUM
$1.00B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; PROFIT INTEREST
(415) 927-8011
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, CORTE MADERA
5 advisers found
AVILA REAL ESTATE CAPITAL
Corte Madera, CA
AUM
$341.2M
Wealth Mgmt
Team
24 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-561-0600
AIKAPA
Corte Madera, CA
AUM
$44.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
415-548-0257
HALL FINANCIAL SERVICES, INC
Corte Madera, CA
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(415) 993-2229
PROSSER CREEK ASSET MANAGEMENT LLC
Corte Madera, CA
AUM
$266.7M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-294-3507
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