Be advised. This firm is no longer registered.

Financial Telesis, Inc.

Financial Telesis, Inc. (CRD# 31012) is a financial advisory firm headquartered in San Rafael, CA. They manage $324,204,969 in 1,100 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4340 Redwood Highway, B-60, San Rafael, CA 94903
By the Numbers
  • Total Assets Under Management
    324
    MILLION
  • Total Number of Accounts
    1,100
    ACCOUNTS
  • Average Account Value
    $294,732
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Financial Telesis, Inc.
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals