Abbrea Capital, LLC

Abbrea Capital, LLC (CRD# 272029) is a financial advisory firm headquartered in Sausalito, CA. They manage $175,658,203 in 231 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $760,425
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Abbrea Capital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
William C. Hageboeck
CRD#: 2397496
3 Harbor Dr, Suite 213, Sausalito, CA 94965
96
Wealthminder
score

William Hageboeck (CRD# 2397496) is an Investment Advisor Representative working at Abbrea Capital, LLC in Sausalito, CA and has over 19 years of experience in the finance industry. William Hageboeck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David R. Hudson
CRD#: 5312926
Three Harbor Drive, Suite 213, Sausalito, CA 94965
96
Wealthminder
score

David Hudson (CRD# 5312926) is an Investment Advisor Representative working at Abbrea Capital, LLC in Sausalito, CA and has over 8 years of experience in the finance industry. David Hudson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William D. Osher
CRD#: 1745860
Three Harbor Drive, Suite 213, Sausalito, CA 94965
96
Wealthminder
score

William Osher (CRD# 1745860) is an Investment Advisor Representative working at Abbrea Capital, LLC in Sausalito, CA and has over 23 years of experience in the finance industry.

4
Steven E. Cutcliffe
CRD#: 4369655
Three Harbor Drive, Suite 213, Sausalito, CA 94965
88
Wealthminder
score

Steven Cutcliffe (CRD# 4369655) is an Investment Advisor Representative working at Abbrea Capital, LLC in Sausalito, CA and has over 2 years of experience in the finance industry.

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