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Building 2BUCHER WEALTH ADVISORS

Map pinSAN MATEO, CA
Phone650-286-9606
NotebookSEC #801-123576
Total AUM
$146.9M
Employees
1
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1730 S. EL CAMINO REAL, SUITE 250
SAN MATEO
CA 94402
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
650-286-9606

ReceiptFinancials

Total AUM
$146.9M
Accounts
230
Discretionary
$0
Accounts
0
Non-Discretionary
$146.9M
Accounts
230

ContactClients

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Individual Clients
15
AUM
$11.5M
HNW Individual Clients
45
AUM
$135.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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