Allworth Financial, LP
Allworth Financial, LP (CRD# 111167) is a financial advisory firm headquartered in Folsom, CA. They manage $19,313,695,523 in 66,085 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management19,314MILLION
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Total Number of Accounts66,085ACCOUNTS
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Average Account Value$292,255
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Daniel Novak (CRD# 1316721) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 27 years of experience in the finance industry.
Paul Ochel (CRD# 4300139) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 23 years of experience in the finance industry.
Sean Onitsuka (CRD# 7114268) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Charles Paty (CRD# 2440892) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 30 years of experience in the finance industry.
Adam Peters (CRD# 3241230) is an Investment Advisor Representative working at Allworth Financial, LP in Denver, CO and has over 24 years of experience in the finance industry.
Karl Petersen (CRD# 5320668) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 12 years of experience in the finance industry.
Alexa Phillips (CRD# 6283061) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 8 years of experience in the finance industry.
David Pietruszewski (CRD# 6868143) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Randall Ponder (CRD# 1898706) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 32 years of experience in the finance industry.
Amy Priar (CRD# 6651713) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 7 years of experience in the finance industry.