Yerba Buena Financial Partners
Yerba Buena Financial Partners (CRD# 226726) is a financial advisory firm headquartered in San Rafael, CA. They manage $32,700,000 in 158 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Yerba Buena Financial Partners
By the Numbers
-
Total Assets Under Management33MILLION
-
Total Number of Accounts158ACCOUNTS
-
Average Account Value$206,962
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA
Financial Advisors at Yerba Buena Financial Partners
No Advisor Found.
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