Abbrea Capital, LLC
Abbrea Capital, LLC (CRD# 272029) is a financial advisory firm headquartered in Greenbrae, CA. They manage $1,190,810,620 in 777 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management1,191MILLION
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Total Number of Accounts777ACCOUNTS
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Average Account Value$1,532,575
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, TX
Steven Cutcliffe (CRD# 4369655) is an Investment Advisor Representative working at Abbrea Capital, LLC in Greenbrae, CA and has over 9 years of experience in the finance industry.
William Hageboeck (CRD# 2397496) is an Investment Advisor Representative working at Abbrea Capital, LLC in Sausalito, CA and has over 26 years of experience in the finance industry.
David Hudson (CRD# 5312926) is an Investment Advisor Representative working at Abbrea Capital, LLC in Greenbrae, CA and has over 15 years of experience in the finance industry.
William Osher (CRD# 1745860) is an Investment Advisor Representative working at Abbrea Capital, LLC in Greenbrae, CA and has over 30 years of experience in the finance industry.
Milena Price (CRD# 7880971) is an Investment Advisor Representative working at Abbrea Capital, LLC in Greenbrae, CA and has 1 year of experience in the finance industry.