CERRO PACIFIC WEALTH ADVISORS, LLC - Financial Advisor in California, San Luis Obispo

Tel: 805-457-3300 733 Marsh St. Suite #110 San Luis Obispo, California 93401

About CERRO PACIFIC WEALTH ADVISORS, LLC

CERRO PACIFIC WEALTH ADVISORS, LLC is a San Luis Obispo, California based financial advisory firm with nearly $441,389,232 in assets under management and provides investment advisory services for 806 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

310825

Firm SEC#:

801-119640

Assets Under Management:

$441,389,232

No. of Clients:

806

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges

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

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473

$293,626,427

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718

$263,208,720

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