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).

Current Firm Details
1550 El Camino Real, Suite 100, Menlo Park, CA 94025
https://twitter.com/focusfinancial
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 21 - 22 of 22 top financial advisors.
21
Jon Snare, financial advisor Bellevue WA
Jon C. Snare
CRD#: 2277530
601 108th Avenue Ne, 19th Floor, Bellevue, WA 98004

Jon Snare (CRD# 2277530) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Bellevue, WA and has over 31 years of experience in the finance industry.

22
Phaby Utomo, financial advisor Menlo Park CA
Phaby Utomo
CRD#: 7729452
1550 El Camino Real, Suite 100, Menlo Park, CA 94025

Phaby Utomo (CRD# 7729452) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has 1 year of experience in the finance industry.

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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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