FERMATA ADVISORS
Tel: (707) 938-7414 539 Broadway Suite A Sonoma, California 95476
About FERMATA ADVISORS
FERMATA ADVISORS is a Sonoma, California based financial advisory firm with nearly $973,846,526 in assets under management and provides investment advisory services for 3843 clients. There are currently 24 financial advisors at the firm.
General Information
Firm CRD#:
305614
Firm SEC#:
801-117411
Assets Under Management:
$973,846,526
No. of Clients:
3843
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services
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