Mirador Capital Partners

Mirador Capital Partners (CRD# 173764) is a financial advisory firm headquartered in Pleasanton, CA. They manage $256,600,000 in 1,334 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    257
    MILLION
  • Total Number of Accounts
    1,334
    ACCOUNTS
  • Average Account Value
    $192,354
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
  • 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, LA, TX

Financial Advisors at Mirador Capital Partners
Showing 1 - 7 of 7 top financial advisors.
1
Audrey D. Glafkides
CRD#: 5615647
6700 Koll Center Parkway, Suite 230, Pleasanton, CA 94566
96
Wealthminder
score

Audrey Glafkides (CRD# 5615647) is an Investment Advisor Representative working at Mirador Capital Partners in Pleasanton, CA and has over 8 years of experience in the finance industry. Audrey Glafkides has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lauren M. Moone
CRD#: 5249173
6700 Koll Parkway, Suite 230, Pleasanton, CA 94566
96
Wealthminder
score

Lauren Moone (CRD# 5249173) is an Investment Advisor Representative working at Mirador Capital Partners in Pleasanton, CA and has over 9 years of experience in the finance industry. Lauren Moone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Carol A. Wikle
CRD#: 3140823
6700 Koll Parkway, Suite 230, Pleasanton, CA 94566
96
Wealthminder
score

Carol Wikle (CRD# 3140823) is an Investment Advisor Representative working at Mirador Capital Partners in Pleasanton, CA and has over 19 years of experience in the finance industry. Carol Wikle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Daniel B. Murray
CRD#: 2830992
80 E. Sir Francis Drake Blvd., Suite 4h, Larkspur, CA 94939
93
Wealthminder
score

Daniel Murray (CRD# 2830992) is an Investment Advisor Representative working at Mirador Capital Partners in Larkspur, CA and has over 5 years of experience in the finance industry.

5
Jason A. Pfannenstiel
CRD#: 5849124
1691 Bay Laurel Drive, Menlo Park, CA 94025
93
Wealthminder
score

Jason Pfannenstiel (CRD# 5849124) is an Investment Advisor Representative working at Mirador Capital Partners in Menlo Park, CA and has over 7 years of experience in the finance industry.

6
Sabrina Momand
CRD#: 6207895
7041 Koll Center Parkway, Suite 275, Pleasanton, CA 94566
90
Wealthminder
score

Sabrina Momand (CRD# 6207895) is an Investment Advisor Representative working at Mirador Capital Partners in Pleasanton, CA and has over 3 years of experience in the finance industry.

7
Don C. Garman
CRD#: 2315281
6700 Koll Center Parkway, Suite 230, Pleasanton, CA 94566
86
Wealthminder
score

Don Garman (CRD# 2315281) is an Investment Advisor Representative working at Mirador Capital Partners in Pleasanton, CA and has over 24 years of experience in the finance industry. Don Garman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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