Proprietor Wealth Management Inc.

Proprietor Wealth Management Inc. (CRD# 283137) is a financial advisory firm headquartered in Larkspur, CA. They manage $63,993,733 in 68 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
700 Larkspur Landing Circle, Suite 199, Larkspur, CA 94939
https://www.linkedin.com/in/markbourguignon
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $941,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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, TX

Financial Advisors at Proprietor Wealth Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark Bourguignon, financial advisor Larkspur CA
Mark R. Bourguignon
CRD#: 2973310
700 Larkspur Landing Circle, Suite 199, Larkspur, CA 94939

Mark Bourguignon (CRD# 2973310) is an Investment Advisor Representative working at Proprietor Wealth Management Inc. in Larkspur, CA and has over 8 years 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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