MA PRIVATE WEALTH, LLC - Financial Advisor in California, San Carlos

Tel: (650) 232-2021 1355 A San Carlos Avenue San Carlos, California 94070

About MA PRIVATE WEALTH, LLC

MA PRIVATE WEALTH, LLC is a San Carlos, California based financial advisory firm with nearly $584,116,263 in assets under management and provides investment advisory services for 352 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

291366

Firm SEC#:

801-112344

Assets Under Management:

$584,116,263

No. of Clients:

352

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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Top Financial Advisory Firms in California, San Carlos

FirmCRD#:283261

SEC#:801-124861

No. of Advisors:6

No. of Clients:7

AUM:$749,004,150

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

PROPEL VENTURE PARTNERS MANAGEMENT CO.

283261

801-124861

$749,004,150

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