Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

59 advisers found

FINANCIAL PLANNING CONSULTANTS, LLC

San Jose, CA

AUM

—

Financial Planning

Team

3 advisors

Clients

—

Fees

Percentage of AUM; REFERRAL FEES

408-287-7911

Full profileNo website

GADDAM, BHARATH

San Jose, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(213) 359-1426

Full profileNo website

ICV MANAGEMENT, LLC

San Jose, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(510) 290-0643

Full profileNo website

INCUBE CROWDFUNDING, LLC

San Jose, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

408-457-3712

Full profileNo website

INCUBE MANAGEMENT, LLC

San Jose, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

408-457-3751

Full profileNo website

KESSLER FINANCIAL SERVICES

San Jose, CA

AUM

—

Financial PlanningFee-Only/Hourly

Team

0 total employees

Clients

0

Fees

Hourly charges; Commissions

408-247-6406

Full profileNo website

MAVINEX LTD

San Jose, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

16479455122

Full profileNo website

PACIFIC PEAK CAPITAL PARTNERS LTD

San Jose, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

734 671 9846

Full profileNo website

ROLO VENTURES MANAGEMENT LLC

San Jose, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

415-671-5606

Full profileNo website

WOLFE SIGNAL CAPITAL LLC

San Jose, CA

AUM

$0

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

213-820-2258

Full profileNo website

ZIMA CAPITAL MANAGEMENT LLC

San Jose, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

217-419-5209

Full profileNo website

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