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California Financial Advisors
California Financial Advisors was established in 1998 as a US wealth manager and registered investment advisor. The firm delivers investment advisory...
Overview
California Financial Advisors was established in 1998 as a US wealth manager and registered investment advisor. The firm delivers investment advisory services focused on financial planning, portfolio management and investment planning. It maintains no disclosed fund vehicles or co-investment programs. Geographic activity centers on the United States. No team size, additional offices or recent operational events from the last 24 months appear in available records. Adjacent vehicles such as foundations or operating businesses remain undisclosed. The firm functions as a conventional registered investment advisor without a disclosed single-family mandate or hybrid structure.
General information
Firm type
Bank / Wealth / Trust
Year founded
1998
AUM
$2B
Location
Region
North America
Country
United States
City
San Ramon
Corporate office
San Ramon, United States
Frequently asked questions
Who runs investment decisions at California Financial Advisors?
No named principals or CIO appear in public records.
Does California Financial Advisors participate in fund commitments or only direct deals?
Available information shows only advisory services with no disclosed fund commitments.
What investment stages does California Financial Advisors typically target?
The firm focuses on advisory services for individuals and organizations rather than stage-specific investments.
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