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ADERO PARTNERS, LLC
WALNUT CREEK, CA
650-252-0550
SEC #801-113671Total AUM
$4.4B
Employees
50Clients
895Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1646 N. CALIFORNIA BLVD.
SUITE 320
WALNUT CREEK
CA 94596
United States
SUITE 320
WALNUT CREEK
CA 94596
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
650-252-0550
Other Offices
24
Financials
Total AUM
$4.4B
Accounts
3,664Discretionary
$4.4B
Accounts
3,652Non-Discretionary
$27.8M
Accounts
12
Clients
Individual Clients
318AUM
$287.2M
HNW Individual Clients
568AUM
$4B
Pension/Profit Sharing Plan Clients
3AUM
$10.6M
Charitable Organization Clients
4AUM
$7.4M
Corporation or Business Clients
2AUM
$36.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INSURANCE SOLUTIONS, CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
Compliance
Disclosures
None reported
State Registrations
AZCACOFLHIILLAMAMIMTNCNENHNJNVNYOHORTNTXUTWA
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.