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Michael David Gonzales

FIG WEALTH, LLC·LAFAYETTE, California
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3466 MT. DIABLO BLVD., LAFAYETTE, CA 94549CRD# 5201145Firm CRD# 318369
01

About

Michael David Gonzales is a registered financial advisor based in LAFAYETTE, California, affiliated with FIG WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
FIG WEALTH, LLC
THE FOUNDATION INVESTMENT GROUP
AUM
$242M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at FIG WEALTH, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5201145
Firm CRD# 318369
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael David Gonzales offer?
Michael David Gonzales specializes in Investment Management, Wealth Management. Contact their office in LAFAYETTE, California for a consultation.
What are Michael David Gonzales's credentials?
Michael David Gonzales is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael David Gonzales located?
Michael David Gonzales is based in LAFAYETTE, California, working with FIG WEALTH, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Michael David Gonzales charge for services?
Michael David Gonzales's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIG WEALTH, LLC?
FIG WEALTH, LLC has approximately 6 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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