Entrefolio Wealth Management

Entrefolio Wealth Management (CRD# 312977) is a financial advisory firm headquartered in Oakland, CA. They manage $4,200,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
567 Oakland Ave # 111, Oakland, CA 94611
http://www.entrefolio.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $210,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Entrefolio Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Riza Hernandez, financial advisor Oakland CA
Riza K. Hernandez
CRD#: 3219740
344 20th St, Oakland, CA 94612

Riza Hernandez (CRD# 3219740) is an Investment Advisor Representative working at Entrefolio Wealth Management in Oakland, CA and has over 22 years 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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