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San Jose
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Tel: (408) 217-2000 1732 North 1st Street Suite 220 San Jose, California 95112

About WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC is a San Jose, California based financial advisory firm with nearly $1,117,452,992 in assets under management and provides investment advisory services for 1883 clients. There are currently 8 financial advisors at the firm.

General Information
Firm CRD#:

139237

Firm SEC#:

801-66794

Assets Under Management:

$1,117,452,992

No. of Clients:

1883

Advisory Services Provided:

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

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