DAVENPORT ADVISORS 14 LLC
Newport Beach, CA
AUM
$9.7M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
949-640-5100
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
158 advisers found
CALIFORNIA BENEFITS AND RETIREMENT GROUP, LLC
Newport Beach, CA
AUM
$247K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
949-466-0980
Full profileNo website
Full profileNo website
Full profileNo website
Full profileNo website
ARISTOTLE PACIFIC CLO ADVISER III, LLC
Newport Beach, CA
AUM
$0
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(949) 681-2100
Full profileNo website
Full profileNo website
Full profileNo website
DEEP BLUE CAPITAL
Newport Beach, CA
AUM
$0
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
213-805-6707
Full profileNo website
Full profileNo website
OLD WORLD FINANCIAL ADVISORS
Newport Beach, CA
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
9497406199
Full profileNo website
Full profileNo website
Full profileNo website
SHI SANCHEZ CAPITAL MANAGEMENT LLC
Newport Beach, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
626-862-6959
Full profileNo website
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