Caregen Wealth Management

Caregen Wealth Management (CRD# 315313) is a financial advisory firm headquartered in Burlingame, CA. They manage $36,960,046 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1350 Old Bayshore Highway, Suite 520, Burlingame, CA 94010
https://caregenwealth.com/
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $710,770
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Caregen Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Carolyn Masline, financial advisor Burlingame CA
Carolyn A. Masline
CRD#: 5166131
1350 Old Bayshore Highway, Suite 520, Burlingame, CA 94010

Carolyn Masline (CRD# 5166131) is an Investment Advisor Representative working at Caregen Wealth Management in Burlingame, CA and has 1 year 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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