Tiburon Financial Advisors, Inc.

Tiburon Financial Advisors, Inc. (CRD# 304363) is a financial advisory firm headquartered in , . They manage $22,373,664 in 18 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://tiburonfinancialadvisors.com
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $1,242,981
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA

Financial Advisors at Tiburon Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Stacy Daher, financial advisor Tiburon CA
Stacy E. Daher
CRD#: 7138931
Tiburon, CA

Stacy Daher (CRD# 7138931) is an Investment Advisor Representative working at Tiburon Financial Advisors, Inc. in Tiburon, CA and has over 5 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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