Acclaro Wealth Management
Acclaro Wealth Management (CRD# 183518) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $3,500,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$700,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Acclaro Wealth Management
1
Timothy Oshima (CRD# 5093207) is an Investment Advisor Representative working at Acclaro Wealth Management in Walnut Creek, CA and has over 11 years of experience in the finance industry.
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