Fiduciary advisors in Alameda, CA

3 registered advisers

SEC registration data shows 3 fiduciary advisory firms in Alameda, California. 3 are fee-only.

ADELANTE CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Alameda, CaliforniaCRD #107382
Typical Fee--
AUM$1.6B
Minimum--
Clients133

PHOCAS FINANCIAL CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alameda, CaliforniaCRD #135470
Typical Fee--
AUM$793M
Minimum--
Clients40

SHUM FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alameda, CaliforniaCRD #285426
Typical Fee--
AUM$322M
Minimum--
Clients990
Fiduciary Advisors in Alameda, California | FiduciaryListings