Bordeaux Wealth Advisors
Bordeaux Wealth Advisors (CRD# 287758) is a financial advisory firm headquartered in Menlo Park, CA. They manage $4,437,471,849 in 247 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management4,437MILLION
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Total Number of Accounts247ACCOUNTS
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Average Account Value$17,965,473
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, IL, MA, NV, OR, TX, WA
Miles Amodeo (CRD# 6846796) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 6 years of experience in the finance industry.
Nicholas Casaccia (CRD# 6972025) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 5 years of experience in the finance industry.
Jon Ekoniak (CRD# 1717269) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 25 years of experience in the finance industry.
James Hering (CRD# 2440945) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 30 years of experience in the finance industry.
Tyler Johnson (CRD# 6546550) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 8 years of experience in the finance industry.
Allison Kollar (CRD# 3133772) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in West Hollywood, CA and has over 15 years of experience in the finance industry.
Maggie Liu (CRD# 4437748) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 18 years of experience in the finance industry.
David Murdock (CRD# 2280830) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 31 years of experience in the finance industry.
Thomas Myers (CRD# 2811802) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 27 years of experience in the finance industry.
Jason Pfannenstiel (CRD# 5849124) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 13 years of experience in the finance industry.