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Building 2ALDERS FINANCIAL SOLUTIONS

Map pinNOVATO, CA
Phone415-892-7766
NotebookSEC #801-114959
Total AUM
$400M
Employees
5
Clients
475

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1701 NOVATO BLVD
STE 304
NOVATO
CA 94947
United States
Operating Hours
8:00 A.M. - 5:OO P.M.
Monday - Friday
Phone
415-892-7766
Other Offices
1

ReceiptFinancials

Total AUM
$400M
Accounts
475
Discretionary
$350M
Accounts
450
Non-Discretionary
$50M
Accounts
25

ContactClients

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Individual Clients
400
AUM
$300M
HNW Individual Clients
50
AUM
$50M
Pension/Profit Sharing Plan Clients
25
AUM
$50M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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