DEFILADE CAPITAL MANAGEMENT, L.P.
Emeryville, CA
AUM
$1.55B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415 849 9478
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, EMERYVILLE
5 advisers found
SELBY WEALTH MANAGEMENT
Emeryville, CA
AUM
$544.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
415-857-9670
TRILLIUM INVESTMENTS
Emeryville, CA
AUM
$122.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
510-601-8800
STRYKER FINANCIAL
Emeryville, CA
AUM
$16.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; INSURANCE ,LIFE, HEALTH,DISABILITY
800-770-2249
TRIGOFI
Emeryville, CA
AUM
$395K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
415-322-9035