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FERMATA ADVISORS
SONOMA, CA
(707) 938-7414
SEC #801-117411Total AUM
$1B
Employees
27Clients
3,879Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
539 BROADWAY
SUITE A
SONOMA
CA 95476
United States
SUITE A
SONOMA
CA 95476
United States
Operating Hours
8:30-4:30, CLOSE AT 3:30 ON FRIDAY
Monday - Friday
Monday - Friday
Phone
(707) 938-7414
Other Offices
5
Financials
Total AUM
$1B
Accounts
3,879Discretionary
$707.6M
Accounts
3,092Non-Discretionary
$302M
Accounts
787
Clients
Individual Clients
2,122AUM
$239.7M
HNW Individual Clients
693AUM
$448.3M
Pension/Profit Sharing Plan Clients
787AUM
$302M
Charitable Organization Clients
24AUM
$5.6M
Corporation or Business Clients
29AUM
$8.3M
Other Clients
224AUM
$5.6M
Description of Other Clients
529 ACCOUNTS, VARIABLE ANNUITIES
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLHIIDLAMDMTNENVOHORPATNTXUTWA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.