SP ASSET MANAGEMENT LLC
Cupertino, CA
AUM
$1.90B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
408-257-7711
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, CUPERTINO
5 advisers found
INFINITY 8 INVESTMENTS, LLC
Cupertino, CA
AUM
$123.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
408-501-8848
PRUNEYARD FINANCIAL GROUP, INC.
Cupertino, CA
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
408-377-4444
CHINESE ABRAHAM INVESTMENT ADVISORS LLC
Cupertino, CA
AUM
$36.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
408-725-2975
INTEGRAL FINANCIAL LLC
Cupertino, CA
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
408-996-1118