David Ettl Financial

David Ettl Financial (CRD# 158127) is a financial advisory firm headquartered in , . They manage $9,000,000 in 150 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $60,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at David Ettl Financial
Showing 1 - 1 of 1 top financial advisors.
1
David J. Ettl
CRD#: 865173
Grass Valley, CA
81
Wealthminder
score

David Ettl (CRD# 865173) is an Investment Advisor Representative working at David Ettl Financial in Grass Valley, CA and has over 30 years of experience in the finance industry.

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