HARBORLIGHT INVESTMENTS, LLC
El Cerrito, CA
AUM
$105.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
510-558-8272
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
4 advisers found
WADA CAPITAL MANAGEMENT, LLC
El Cerrito, CA
AUM
$44.7M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(510) 236-6220
WEN CAPITAL ADVISORY GROUP, INC.
El Cerrito, CA
AUM
$26.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-916-9860