Accretive Wealth Management, LLC
Accretive Wealth Management, LLC (CRD# 164341) is a financial advisory firm headquartered in San Ramon, CA. They manage $66,888,000 in 130 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management67MILLION
Total Number of Accounts130ACCOUNTS
Average Account Value$514,523
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Faraz Sattar (CRD# 2953616) is an Investment Advisor Representative working at Accretive Wealth Management, LLC in San Ramon, CA and has over 5 years of experience in the finance industry.