FOX & HOLLAND INVESTING LLC
Rancho Cucamonga, CA
AUM
$60.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
909-980-6050
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, RANCHO CUCAMONGA
6 advisers found
LEGACY INVESTMENT SERVICES, LLC
Rancho Cucamonga, CA
AUM
$44.2M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES/PENSION CONSULTING FEES
909-948-0700
PDE WEALTH ADVISORS, LLC
Rancho Cucamonga, CA
AUM
$37.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
909-295-5504
PRIVATUS
Rancho Cucamonga, CA
AUM
$7.2M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
916-871-8058
BAYNES FINANCIAL LLC
Rancho Cucamonga, CA
AUM
$3.7M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
9093301400
SANTA CRUZ FINANCIAL
Rancho Cucamonga, CA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(909) 225-5710