MESTMAKER & PETREY WEALTH ADVISORS - Financial Advisor in California, Bakersfield

Tel: (661) 395-9400 2000 Oak Street Suite 100 Bakersfield, California 93301

About MESTMAKER & PETREY WEALTH ADVISORS

MESTMAKER & PETREY WEALTH ADVISORS is a Bakersfield, California based financial advisory firm with nearly $97,885,000 in assets under management and provides investment advisory services for 455 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

148484

Firm SEC#:

801-116958

Assets Under Management:

$97,885,000

No. of Clients:

455

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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