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Building 2PORTICO WEALTH ADVISORS, LLC

Map pinLARKSPUR, CA
Phone415-925-8700
NotebookSEC #801-95174
Total AUM
$264M
Employees
4
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17 E. SIR FRANCIS DRAKE BLVD.
SUITE 218
LARKSPUR
CA 94939
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
415-925-8700

ReceiptFinancials

Total AUM
$264M
Accounts
303
Discretionary
$264M
Accounts
303
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$16M
HNW Individual Clients
55
AUM
$170.3M
Pension/Profit Sharing Plan Clients
1
AUM
$8.6M
Corporation or Business Clients
13
AUM
$69.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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