Be advised. This firm is no longer registered.

Executive Investment Advisors, LLC

Executive Investment Advisors, LLC (CRD# 131201) is a financial advisory firm headquartered in San Rafael, CA. They manage $35,695,418 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $356,954
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
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 Executive Investment Advisors, LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.