WESPAC ADVISORS, LLC
Orinda, CA
AUM
$1.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
510-287-5255
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, ORINDA
7 advisers found
BELL INVESTMENT ADVISORS INC
Orinda, CA
AUM
$787.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
510-433-1066
CROSSPOINT CAPITAL MANAGEMENT
Orinda, CA
AUM
$118.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
415-949-1443
PARAGON ASSET MANAGEMENT INC.
Orinda, CA
AUM
$115.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
510-550-7288
PARK PLACE WEALTH ADVISORS, INC
Orinda, CA
AUM
$87.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
925-254-7766
PENSERRA WEALTH MANAGEMENT
Orinda, CA
AUM
$2.5M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
4157179276
MCDONALD CAPITAL INVESTORS INC
Orinda, CA
AUM
$1.86B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
925-258-5401
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