Nicholas Ventimiglio, Cdfa

Nicholas Ventimiglio, Cdfa (CRD# 150854) is a financial advisory firm headquartered in San Ramon, CA. They manage $1,379,022 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2603 Camino Ramon, 200, San Ramon, CA 94583
https://www.eastbaycdfa.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $32,834
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Nicholas Ventimiglio, Cdfa
Showing 1 - 1 of 1 top financial advisors.
1
Nicholas Ventimiglio, financial advisor San Ramon CA
Nicholas Ventimiglio
CRD#: 4595708
2603 Camino Ramon, 200, San Ramon, CA 94583

Nicholas Ventimiglio (CRD# 4595708) is an Investment Advisor Representative working at Nicholas Ventimiglio, Cdfa in San Ramon, CA and has over 21 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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