Pleasanton Wealth

Pleasanton Wealth (CRD# 299123) is a financial advisory firm headquartered in Pleasanton, CA. They manage $4,455,470 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
218 Ray Street, Pleasanton, CA 94566
http://pleasantonwealth.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $171,364
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Pleasanton Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Samah Naguib, financial advisor Pleasanton CA
Samah S. Naguib
CRD#: 5444828
218 Ray Street, Pleasanton, CA 94566

Samah Naguib (CRD# 5444828) is an Investment Advisor Representative working at Pleasanton Wealth 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.

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