BAMBOO WEALTH STRATEGIES
Tel: (619) 289-9670 3131 Camino Del Rio North Suite 1000 San Diego, California 92108
About BAMBOO WEALTH STRATEGIES
BAMBOO WEALTH STRATEGIES is a San Diego, California based financial advisory firm with nearly $184,244,140 in assets under management and provides investment advisory services for 728 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
170093
Firm SEC#:
801-119805
Assets Under Management:
$184,244,140
No. of Clients:
728
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services
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