Faubion Wealth Management LLC
Faubion Wealth Management LLC (CRD# 309318) is a financial advisory firm headquartered in , . They manage $13,881,728 in 90 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Faubion Wealth Management LLC
By the Numbers
-
Total Assets Under Management14MILLION
-
Total Number of Accounts90ACCOUNTS
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Average Account Value$154,241
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Faubion Wealth Management LLC
1
Matthew Faubion (CRD# 6108371) is an Investment Advisor Representative working at Faubion Wealth Management LLC in Dublin, CA and has over 11 years of experience in the finance industry.
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