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).

Current Firm Details
300 Drakes Landing Rd., Suite 172, Greenbrae, CA 94904
http://abbrea.com
By the Numbers
  • Total Assets Under Management
    1,191
    MILLION
  • Total Number of Accounts
    777
    ACCOUNTS
  • Average Account Value
    $1,532,575
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Abbrea Capital, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Steven Cutcliffe, financial advisor Greenbrae CA
Steven E. Cutcliffe
CRD#: 4369655
300 Drakes Landing Rd., Suite 172, Greenbrae, CA 94904

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.

2
William Hageboeck, financial advisor Sausalito CA
William C. Hageboeck
CRD#: 2397496
3 Harbor Dr, Suite 213, Sausalito, CA 94965

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.

3
David Hudson, financial advisor Greenbrae CA
David R. Hudson
CRD#: 5312926
300 Drakes Landing Rd., Suite 172, Greenbrae, CA 94904

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.

4
William Osher, financial advisor Greenbrae CA
William D. Osher
CRD#: 1745860
300 Drakes Landing Rd., Suite 172, Greenbrae, CA 94904

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.

5
Milena Price, financial advisor Greenbrae CA
Milena Price
CRD#: 7880971
300 Drakes Landing Rd., Suite 172, Greenbrae, CA 94904

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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