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
No. of Advisors:
24
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
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in California?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
Top Financial Advisory Firms in California, Sonoma
Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM
Explore More Financial Advisor Firms in Sonoma, California >>
