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Financial Advisor
California
Campbell
WADE FINANCIAL ADVISORY, INC.

WADE FINANCIAL ADVISORY, INC.

Tel: 408-369-7399 2105 S. Bascom Avenue Suite 110 Campbell, California 95008

About WADE FINANCIAL ADVISORY, INC.

WADE FINANCIAL ADVISORY, INC. is a Campbell, California based financial advisory firm with nearly $672,931,878 in assets under management and provides investment advisory services for 255 clients. There are currently 9 financial advisors at the firm.

General Information
Firm CRD#:

108627

Firm SEC#:

801-113201

Assets Under Management:

$672,931,878

No. of Clients:

255

No. of Advisors:

9

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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