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Building 2WADE FINANCIAL ADVISORY, INC.

Map pinCAMPBELL, CA
Phone408-369-7399
NotebookSEC #801-113201
Total AUM
$672.9M
Employees
9
Clients
306

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2105 S. BASCOM AVENUE
SUITE 110
CAMPBELL
CA 95008
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
408-369-7399

ReceiptFinancials

Total AUM
$672.9M
Accounts
255
Discretionary
$552.7M
Accounts
226
Non-Discretionary
$120.3M
Accounts
29

ContactClients

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Individual Clients
132
AUM
$40.3M
HNW Individual Clients
171
AUM
$616.9M
Pension/Profit Sharing Plan Clients
2
AUM
$13.5M
Charitable Organization Clients
1
AUM
$2.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLMAORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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