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Building 2BORDEAUX WEALTH ADVISORS

Map pinMENLO PARK, CA
Phone650-289-1105
NotebookSEC #801-110221
Total AUM
$5.6B
Employees
34
Clients
340

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1550 EL CAMINO REAL
SUITE 100
MENLO PARK
CA 94025
United States
Operating Hours
8:00 AM - 5 PM
Monday - Friday
Phone
650-289-1105
Other Offices
3

ReceiptFinancials

Total AUM
$5.6B
Accounts
340
Discretionary
$4.7B
Accounts
323
Non-Discretionary
$930.3M
Accounts
17

ContactClients

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HNW Individual Clients
337
AUM
$5.6B
Charitable Organization Clients
3
AUM
$25.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOILMIMNNVOHORTNTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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