RETIREMENT CAPITAL STRATEGIES, INC. - Financial Advisor in California, San Jose

Tel: 408-551-6100 1190 Saratoga Ave., Suite 140 San Jose, California 95129

About RETIREMENT CAPITAL STRATEGIES, INC.

RETIREMENT CAPITAL STRATEGIES, INC. is a San Jose, California based financial advisory firm with nearly $265,206,130 in assets under management and provides investment advisory services for 666 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

139009

Firm SEC#:

801-70918

Assets Under Management:

$265,206,130

No. of Clients:

666

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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