INTEGRITY WEALTH ADVISORS, LLC
Ventura, CA
AUM
$285.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-339-0760
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, VENTURA
6 advisers found
SHERMAN ASSET MANAGEMENT, INC.
Ventura, CA
AUM
$140.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
805-530-5963
ANACAPA FINANCIAL, LLC
Ventura, CA
AUM
$68.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(805) 715-3536
BANKERS INVESTMENT COUNSELING
Ventura, CA
AUM
$21.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
805-620-0150
VENTURA COAST WEALTH MANAGEMENT
Ventura, CA
AUM
$7.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
805-643-9300
THE RENAISSANCE GROUP
Ventura, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Hourly charges
805-652-6942