Park Place Wealth Advisors, Inc.

Park Place Wealth Advisors, Inc. (CRD# 142745) is a financial advisory firm headquartered in Orinda, CA. They manage $70,000,000 in 450 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $155,556
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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 Park Place Wealth Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jean C. Gannett
CRD#: 1809460
18 Orinda Way, Orinda, CA 94563
96
Wealthminder
score

Jean Gannett (CRD# 1809460) is an Investment Advisor Representative working at Park Place Wealth Advisors, Inc. in Orinda, CA and has over 25 years of experience in the finance industry. Jean Gannett 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
Daniel J. Gannett
CRD#: 5169808
18 Orinda Way, Orinda, CA 94563
93
Wealthminder
score

Daniel Gannett (CRD# 5169808) is an Investment Advisor Representative working at Park Place Wealth Advisors, Inc. in Orinda, CA and has over 10 years of experience in the finance industry.

3
Henry J. Gannett
CRD#: 2019542
18 Orinda Way, Orinda, CA 94563
93
Wealthminder
score

Henry Gannett (CRD# 2019542) is an Investment Advisor Representative working at Park Place Wealth Advisors, Inc. in Orinda, CA and has over 25 years of experience in the finance industry.

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