AMERICAN MONEY MANAGEMENT, LLC
Rancho Santa Fe, CA
AUM
$844.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
858-755-0909
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
7 advisers found
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
Rancho Santa Fe, CA
AUM
$393.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-500-9267
BULL OAK CAPITAL, LLC
Rancho Santa Fe, CA
AUM
$261.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(858) 999-3550
FAIRBANKS CAPITAL MANAGEMENT, INC.
Rancho Santa Fe, CA
AUM
$210.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(858) 759-0617
MAVEN GROUP LLC
Rancho Santa Fe, CA
AUM
$20.4M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(858) 914-3465
Full profileNo website
GRACIAN CAPITAL LLC
Rancho Santa Fe, CA
AUM
—
Team
3 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
858-832-1977
Full profileNo website