TOPEL & DISTASI WEALTH MANAGEMENT, LLC - Financial Advisor in California, Berkeley

Tel: 510-898-1270 2907 Claremont Avenue, Suite 111 Berkeley, California 94705

About TOPEL & DISTASI WEALTH MANAGEMENT, LLC

TOPEL & DISTASI WEALTH MANAGEMENT, LLC is a Berkeley, California based financial advisory firm with nearly $300,392,152 in assets under management and provides investment advisory services for 610 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

285538

Firm SEC#:

801-120715

Assets Under Management:

$300,392,152

No. of Clients:

610

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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