Michael PollanoCRD Number: 6215094
Current Firm: Opes Advisors, Inc.
Michael Pollano (CRD# 6215094) is an Investment Advisor Representative working at Opes Advisors, Inc. in Palo Alto, CA and has over 2 years of experience in the finance industry.
Altos Investments, Inc.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Absolute Mortgage Bank||Palo Alto, CA||Jan 2012 - Current||5|
|University Of Oregon||Eugene, OR||Sep 2007 - Dec 2011||4|
|St Francis High School||Mountain View, CA||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management299MILLIONS
Total Number of Accounts874ACCOUNTS
Average Account Value$341,681
- A percentage of assets under your management
- Hourly charges
- 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)
CA, OR, TX, WA