Park Place Wealth Advisors, Inc.

Park Place Wealth Advisors, Inc. (CRD# 142745) is a financial advisory firm headquartered in Orinda, CA. They manage $77,237,391 in 496 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
18 Orinda Way, Orinda, CA 94563
http://www.parkplacewealth.com
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    496
    ACCOUNTS
  • Average Account Value
    $155,721
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Park Place Wealth Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Gannett, financial advisor Orinda CA
Daniel J. Gannett
CRD#: 5169808
18 Orinda Way, Orinda, CA 94563

Daniel Gannett (CRD# 5169808) is an Investment Advisor Representative working at Park Place Wealth Advisors, Inc. in Orinda, CA and has over 17 years of experience in the finance industry.

2
Jean Gannett, financial advisor Orinda CA
Jean C. Gannett
CRD#: 1809460
18 Orinda Way, Orinda, CA 94563

Jean Gannett (CRD# 1809460) is an Investment Advisor Representative working at Park Place Wealth Advisors, Inc. in Orinda, CA and has over 32 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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