Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
40 advisers found
CHANGING PARAMETERS, LLC
Los Altos, CA
AUM
$105.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
650-327-7705
Full profileNo website
FRANK ELMER INVESTMENT STRATEGIES LLC
Los Altos, CA
AUM
$34.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(650) 808-0188
Full profileNo website
Full profileNo website
JIE SHEN, CFA
Los Altos, CA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
6505398919
Full profileNo website
Full profileNo website
Full profileNo website
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