California Financial Advisors

California Financial Advisors (CRD# 110152) is a financial advisory firm headquartered in San Ramon, CA. They manage $1,739,370,943 in 1,490 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
2303 Camino Ramon, Suite 250, San Ramon, CA 94583
https://www.linkedin.com/company/16053146/admin/
By the Numbers
  • Total Assets Under Management
    1,739
    MILLION
  • Total Number of Accounts
    1,490
    ACCOUNTS
  • Average Account Value
    $1,167,363
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, HI, ID, NC, NJ, NV, NY, OK, OR, PA, TX, UT, VA, WA

Financial Advisors at California Financial Advisors
Showing 11 - 12 of 12 top financial advisors.
11
Kayla Fernandez, financial advisor San Ramon CA
Kayla R. Fernandez
CRD#: 7271695
2303 Camino Ramon, Suite 250, San Ramon, CA 94583

Kayla Fernandez (CRD# 7271695) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 3 years of experience in the finance industry.

12
Madeline Maloon, financial advisor San Ramon CA
Madeline E. Maloon
CRD#: 7164561
2303 Camino Ramon, Suite 250, San Ramon, CA 94583

Madeline Maloon (CRD# 7164561) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 4 years 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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