Private Wealth Advisors
Private Wealth Advisors (CRD# 141971) is a financial advisory firm headquartered in Fresno, CA. They manage $352,844,806 in 992 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management353MILLION
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Total Number of Accounts992ACCOUNTS
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Average Account Value$355,690
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, ID, TX
Kylie Bourke (CRD# 5319462) is an Investment Advisor Representative working at Private Wealth Advisors in Pismo Beach, CA and has over 15 years of experience in the finance industry.
Martin Mazorra (CRD# 1586018) is an Investment Advisor Representative working at Private Wealth Advisors in Fresno, CA and has over 31 years of experience in the finance industry.
Nicholas Mazorra (CRD# 6804624) is an Investment Advisor Representative working at Private Wealth Advisors in Fresno, CA and has 1 year of experience in the finance industry.
Catherine Manfredo (CRD# 7497873) is an Investment Advisor Representative working at Private Wealth Advisors in Fresno, CA and has 1 year of experience in the finance industry.