TOPEL & DISTASI WEALTH MANAGEMENT, LLC
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
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
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