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Building 2ADAMS ASHBY FINANCIAL ADVISORS

Map pinSACRAMENTO, CA
Phone916-333-5989
NotebookSEC #801-70006
Total AUM
$48.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
641 FULTON AVE
SUITE 200
SACRAMENTO
CA 95285
United States
Operating Hours
6:00AM-4:00PM
Monday - Friday
Phone
916-333-5989

ReceiptFinancials

Total AUM
$48.8M
Accounts
125
Discretionary
$48M
Accounts
124
Non-Discretionary
$793.1K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges 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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