Sustainvest Asset Management, LLC
Sustainvest Asset Management, LLC (CRD# 166685) is a financial advisory firm headquartered in Petaluma, CA. They manage $10,015,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$111,278
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Dale Wannen (CRD# 3147650) is an Investment Advisor Representative working at Sustainvest Asset Management, LLC in Petaluma, CA and has over 16 years of experience in the finance industry.