DORSAL CAPITAL MANAGEMENT, LP
Redwood City, CA
AUM
$6.19B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-610-1400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, REDWOOD CITY
10 advisers found
SR ONE CAPITAL MANAGEMENT, LP
Redwood City, CA
AUM
$2.44B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(408)-303-2673
SER CAPITAL PARTNERS MANAGEMENT, LP
Redwood City, CA
AUM
$685.8M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-873-1011
WEALTHVALUES, LLC
Redwood City, CA
AUM
$466.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-941-5530
GRIFFIN BLACK, LLC
Redwood City, CA
AUM
$355.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(650) 368-5785
EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
Redwood City, CA
AUM
$269.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(650) 802-0342
REDWOOD PARK ADVISORS
Redwood City, CA
AUM
$170.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
866-579-8808
FOCUSYOU
Redwood City, CA
AUM
$61.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
650-684-1199
STEINMETZ FINANCIAL PLANNING
Redwood City, CA
AUM
$60.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
650-401-3800
BRIGHTVIEW FINANCIAL SOLUTIONS
Redwood City, CA
AUM
$42.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
650-517-5719