ADVISOR PARTNERS - Financial Advisor in California, Walnut Creek

Tel: 888-265-2257 2185 North California Blvd Suite 290 Walnut Creek, California 94596

About ADVISOR PARTNERS

ADVISOR PARTNERS is a Walnut Creek, California based financial advisory firm with nearly $3,382,642,421 in assets under management and provides investment advisory services for 1929 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

321633

Firm SEC#:

801-125744

Assets Under Management:

$3,382,642,421

No. of Clients:

1929

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSTRUCTION OF MODEL SECURITIES PORTFOLIOS)

Fee Structure:

A percentage of AUM

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