DESAI WEALTH LLC
San Jose, CA
AUM
$1.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
408-320-9789
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
59 advisers found
SKYSPHERE LLC
San Jose, CA
AUM
$320K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
408-520-0496
ENDOWE ADVISORY LLC
San Jose, CA
AUM
$300
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
650-469-3120
XOOMFI ADVISORS
San Jose, CA
AUM
$300
Wealth MgmtInstitutional
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM
650-870-1343
BRIGHTPLAN LLC
San Jose, CA
AUM
—
Financial Planning
Team
9 advisors
Clients
More than 500
Fees
Fixed fees
408-933-6188
DAVID, ALAN R.
San Jose, CA
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
FIRM SHARES IN A PERCENTAGE OF ASSETS UNDER MANAGEMENT
408-439-5933
FILICE RETIREMENT SERVICES
San Jose, CA
AUM
—
Fee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Hourly charges · Fixed fees +1 more
408-350-5751
MEDICI CAPITAL PARTNERS MANAGEMENT LLC
San Jose, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
415-710-9707
NAAI INVESTMENT MANAGEMENT LLC
San Jose, CA
AUM
—
InstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
669-330-6593
PANTHEON WEALTH PLANNING
San Jose, CA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
408-404-8282
SECURITY LEADERSHIP CAPITAL MANAGEMENT, L.L.C.
San Jose, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
408-320-9825
SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC.
San Jose, CA
AUM
$50.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
408-440-6195
Full profileNo website
SHALOM GLOBAL CAPITAL GROUP LLC
San Jose, CA
AUM
$35.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(408) 342-1680
Full profileNo website
JAMES A. JIMENEZ
San Jose, CA
AUM
$4.8M
Retirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
408-244-7574
Full profileNo website
Full profileNo website
Full profileNo website
Full profileNo website