OPTIVEST, INC.
San Juan Capistrano, CA
AUM
$319.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-363-8686
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
9 advisers found
MILLER FINANCIAL SERVICES, INC.
San Juan Capistrano, CA
AUM
$127.0M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
949-218-9419
CDFINANCIAL
San Juan Capistrano, CA
AUM
$86.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
949-359-5100
DOLL CAPITAL ADVISORS INCORPORATED
San Juan Capistrano, CA
AUM
$76.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-497-6366
IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT
San Juan Capistrano, CA
AUM
$62.8M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
866-927-5250
CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
San Juan Capistrano, CA
AUM
$37.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
949-248-8800
PROFESSIONAL FINANCIAL ADVISORS INC
San Juan Capistrano, CA
AUM
$23.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
949 493 5900
SERVICE ONE FINANCIAL
San Juan Capistrano, CA
AUM
$4.2M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-305-9911
TRITON PACIFIC HEALTHCARE PARTNERS, LLC
San Juan Capistrano, CA
AUM
$379.6M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
949-300-0999
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