SUNCOAST VENTURES MANAGEMENT, LLC
Walnut Creek, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
503-901-2555
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
56 advisers found
JCSD CAPITAL, LLC
Walnut Creek, CA
AUM
$214.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
925-954-7207
Full profileNo website
FLEMING FINANCIAL ADVISING
Walnut Creek, CA
AUM
$65.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(925) 287-9448
Full profileNo website
CLBI INVESTMENTS INC
Walnut Creek, CA
AUM
$15.3M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
925-947-0261
Full profileNo website
KAUZER CAPITAL MANAGEMENT, LLC
Walnut Creek, CA
AUM
$515K
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
925-360-7852
Full profileNo website
BARENTSEN ADVISORY SERVICES, LLC
Walnut Creek, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
925-472-6870
Full profileNo website
NAVOLIO & TALLMAN ADVISORS LLC
Walnut Creek, CA
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM
4159561750
Full profileNo website
Full profileNo website
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