Communitas Financial Planning Pbc

Communitas Financial Planning Pbc (CRD# 157708) is a financial advisory firm headquartered in San Francisco, CA. They serve the financial needs of clients across 5 states (or territories).

Current Firm Details
Post Office Box 78261, San Francisco, CA 94107
https://twitter.com/communitasfp
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Pension consulting services
  • 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, IL, NY, OH, OR

Financial Advisors at Communitas Financial Planning Pbc
Showing 1 - 1 of 1 top financial advisors.
1
James Frazin, financial advisor Oakland CA
James A. Frazin
CRD#: 4660444
Oakland, CA

James Frazin (CRD# 4660444) is an Investment Advisor Representative working at Communitas Financial Planning Pbc in Oakland, 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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