Bamboo Wealth Strategies
Bamboo Wealth Strategies (CRD# 170093) is a financial advisory firm headquartered in San Diego, CA. They manage $151,901,509 in 705 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management152MILLION
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Total Number of Accounts705ACCOUNTS
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Average Account Value$215,463
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, NH, PA, TX
Brentt Hoover (CRD# 4740664) is an Investment Advisor Representative working at Bamboo Wealth Strategies in San Diego, CA and has over 20 years of experience in the finance industry.
Danielle Luster (CRD# 1946873) is an Investment Advisor Representative working at Bamboo Wealth Strategies in San Diego, CA and has over 29 years of experience in the finance industry.
Jeremy Martinson (CRD# 4587392) is an Investment Advisor Representative working at Bamboo Wealth Strategies in San Diego, CA and has over 21 years of experience in the finance industry.
Chelsea Mieczkowski (CRD# 7551242) is an Investment Advisor Representative working at Bamboo Wealth Strategies in San Diego, CA and has 1 year of experience in the finance industry.