In Touch Financial Services

In Touch Financial Services (CRD# 153249) is a financial advisory firm headquartered in Oakland, CA. They manage $20,000,000 in 64 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $312,500
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
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 In Touch Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Vanessa A. Donaville
CRD#: 2286105
One Kaiser Plaza, Suite 745, Oakland, CA 94612
93
Wealthminder
score

Vanessa Donaville (CRD# 2286105) is an Investment Advisor Representative working at In Touch Financial Services in Oakland, CA and has over 24 years of experience in the finance industry.

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