INTEGRIS WEALTH MANAGEMENT, LLC
Monterey, CA
AUM
$812.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
831-333-1717
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, MONTEREY
6 advisers found
MCFARLAND ASSOCIATES
Monterey, CA
AUM
$83.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(831) 761-8231
T.H. RAPKO & COMPANY, LLC
Monterey, CA
AUM
$33.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
617-331-1784
MONTEREY BAY ASSET MANAGEMENT LLC
Monterey, CA
AUM
$22.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
831-277-0364
THREE SHEEP WEALTH MANAGEMENT, LLC
Monterey, CA
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
831-521-6116
DEL MONTE CAPITAL, INC.
Monterey, CA
AUM
$250K
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
831-372-4574