BORDEAUX WEALTH ADVISORS
Tel: 650-289-1105 1550 El Camino Real Suite 100 Menlo Park, California 94025
About BORDEAUX WEALTH ADVISORS
BORDEAUX WEALTH ADVISORS is a Menlo Park, California based financial advisory firm with nearly $4,437,471,849 in assets under management and provides investment advisory services for 247 clients. There are currently 35 financial advisors at the firm.
General Information
Firm CRD#:
287758
Firm SEC#:
801-110221
Assets Under Management:
$4,437,471,849
No. of Clients:
247
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Other (CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS)
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