In Touch Financial Services

In Touch Financial Services (CRD# 153249) is a financial advisory firm headquartered in Oakland, CA. They manage $51,000,000 in 274 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6465 San Pablo Ave. 1-1, Oakland, CA 94608
http://www.intouchfinancialservices.com
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $186,131
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at In Touch Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Vanessa Donaville, financial advisor Oakland CA
Vanessa A. Donaville
CRD#: 2286105
6465 San Pablo Ave. 1-1, Oakland, CA 94608

Vanessa Donaville (CRD# 2286105) is an Investment Advisor Representative working at In Touch Financial Services in Oakland, CA and has over 31 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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