Mirador Capital Partners

Mirador Capital Partners (CRD# 173764) is a financial advisory firm headquartered in Pleasanton, CA. They manage $668,131,477 in 2,253 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
6700 Koll Center Parkway, Suite 230, Pleasanton, CA 94566
https://www.facebook.com/miradorcapital/
By the Numbers
  • Total Assets Under Management
    668
    MILLION
  • Total Number of Accounts
    2,253
    ACCOUNTS
  • Average Account Value
    $296,552
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, HI, ID, LA, NV, TX, WA

Financial Advisors at Mirador Capital Partners
Showing 1 - 7 of 7 top financial advisors.
1
Joseph Garcia, financial advisor Pleasanton CA
Joseph D. Garcia
CRD#: 2423093
6700 Koll Center Pkwy, Suite 230, Pleasanton, CA 94566

Joseph Garcia (CRD# 2423093) is an Investment Advisor Representative working at Mirador Capital Partners in Pleasanton, CA and has over 30 years of experience in the finance industry.

2
Don Garman, financial advisor Pleasanton CA
Don C. Garman
CRD#: 2315281
6700 Koll Center Parkway, Suite 230, Pleasanton, CA 94566

Don Garman (CRD# 2315281) is an Investment Advisor Representative working at Mirador Capital Partners in Pleasanton, CA and has over 30 years of experience in the finance industry.

3
Audrey Glafkides, financial advisor Pleasanton CA
Audrey D. Glafkides
CRD#: 5615647
6700 Koll Center Parkway, Suite 230, Pleasanton, CA 94566

Audrey Glafkides (CRD# 5615647) is an Investment Advisor Representative working at Mirador Capital Partners in Pleasanton, CA and has over 14 years of experience in the finance industry.

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

Daniel Murray (CRD# 2830992) is an Investment Advisor Representative working at Mirador Capital Partners in Larkspur, CA and has over 11 years of experience in the finance industry.

5
Carol Wikle, financial advisor Pleasanton CA
Carol A. Wikle
CRD#: 3140823
6700 Koll Parkway, Suite 230, Pleasanton, CA 94566

Carol Wikle (CRD# 3140823) is an Investment Advisor Representative working at Mirador Capital Partners in Pleasanton, CA and has over 25 years of experience in the finance industry.

6
Mark Swoboda, financial advisor Pleasanton CA
Mark C. Swoboda
CRD#: 7776279
6700 Koll Center Parkway, Suite 230, Pleasanton, CA 94566

Mark Swoboda (CRD# 7776279) is an Investment Advisor Representative working at Mirador Capital Partners in Pleasanton, CA and has 1 year of experience in the finance industry.

7
Jackson Vickers, financial advisor Pleasanton CA
Jackson Vickers
CRD#: 6967677
6700 Koll Center Parkway, Suite 230, Pleasanton, CA 94566

Jackson Vickers (CRD# 6967677) is an Investment Advisor Representative working at Mirador Capital Partners in Pleasanton, CA and has 1 year 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.

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