Annadel Capital

Annadel Capital (CRD# 132175) is a financial advisory firm headquartered in San Rafael, CA. They manage $39,738,748 in 150 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $264,925
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
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

Financial Advisors at Annadel Capital
Showing 1 - 2 of 2 top financial advisors.
1
M G. Smith
CRD#: 2558680
899 Northgate Drive, Suite 302, San Rafael, CA 94903
87
Wealthminder
score

M Smith (CRD# 2558680) is an Investment Advisor Representative working at Annadel Capital in San Rafael, CA and has 1 year of experience in the finance industry.

2
Martel J. Cooper
CRD#: 857289
899 Northgate Drive, Suite 302, San Rafael, CA 94903
83
Wealthminder
score

Martel Cooper (CRD# 857289) is an Investment Advisor Representative working at Annadel Capital in San Rafael, CA and has over 34 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.