Bordeaux Wealth Advisors

Bordeaux Wealth Advisors (CRD# 287758) is a financial advisory firm headquartered in Menlo Park, CA. They manage $4,437,471,849 in 247 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,437
    MILLION
  • Total Number of Accounts
    247
    ACCOUNTS
  • Average Account Value
    $17,965,473
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, IL, MA, NV, OR, TX, WA

Financial Advisors at Bordeaux Wealth Advisors
Showing 1 - 10 of 23 top financial advisors.
1
Miles B. Amodeo
CRD#: 6846796
1550 El Camino Real, Suite 100, Menlo Park, CA 94025

Miles Amodeo (CRD# 6846796) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 6 years of experience in the finance industry.

2
Nicholas S. Casaccia
CRD#: 6972025
1550 El Camino Real, Suite 100, Menlo Park, CA 94025

Nicholas Casaccia (CRD# 6972025) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 5 years of experience in the finance industry.

3
Jon M. Ekoniak
CRD#: 1717269
1550 El Camino Real, Suite 100, Menlo Park, CA 94025

Jon Ekoniak (CRD# 1717269) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 25 years of experience in the finance industry.

4
James M. Hering
CRD#: 2440945
1550 El Camino Real, Suite 100, Menlo Park, CA 94025

James Hering (CRD# 2440945) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 30 years of experience in the finance industry.

5
Tyler C. Johnson
CRD#: 6546550
1550 El Camino Real, Suite 100, Menlo Park, CA 94025

Tyler Johnson (CRD# 6546550) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 8 years of experience in the finance industry.

6
Allison Kollar
CRD#: 3133772
West Hollywood, CA

Allison Kollar (CRD# 3133772) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in West Hollywood, CA and has over 15 years of experience in the finance industry.

7
Maggie C. Liu
CRD#: 4437748
1550 El Camino Real, Suite 100, Menlo Park, CA 94025

Maggie Liu (CRD# 4437748) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 18 years of experience in the finance industry.

8
David K. Murdock
CRD#: 2280830
1550 El Camino Real, Suite 100, Menlo Park, CA 94025

David Murdock (CRD# 2280830) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 31 years of experience in the finance industry.

9
Thomas C. Myers
CRD#: 2811802
1550 El Camino Real, Suite 100, Menlo Park, CA 94025

Thomas Myers (CRD# 2811802) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 27 years of experience in the finance industry.

10
Jason A. Pfannenstiel
CRD#: 5849124
1550 El Camino Real, Suite 100, Menlo Park, CA 94025

Jason Pfannenstiel (CRD# 5849124) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 13 years of experience in the finance industry.

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