Palo Alto Advisors, Inc.

Palo Alto Advisors, Inc. (CRD# 140828) is a financial advisory firm headquartered in San Mateo, CA. They manage $10,000,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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.


Financial Advisors at Palo Alto Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
Paul L. McEntire
CRD#: 1101679
1710 S. Amphlett Blvd, Suite 108, San Mateo, CA 94402

Paul McEntire (CRD# 1101679) is an Investment Advisor Representative working at Palo Alto Advisors, Inc. in San Mateo, CA and has over 24 years of experience in the finance industry.

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