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Geoffrey Erik Fellows

EMBARCADERO CAPITAL ADVISORS·LAGUNA HILLS, California
Clean recordEMBARCADERO CAPITAL ADVISORS
23151 VERDUGO DRIVE, LAGUNA HILLS, CA 92653CRD# 6262972Firm CRD# 329285

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Geoffrey Erik Fellows · LAGUNA HILLS, CA
Registration
CRD #6262972 · EMBARCADERO CAPITAL ADVISORS
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Geoffrey Erik Fellows is a registered financial advisor based in LAGUNA HILLS, California, affiliated with EMBARCADERO CAPITAL ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
EMBARCADERO CAPITAL ADVISORS
EMBARCADERO CAPITAL ADVISORS
AUM
$40M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at EMBARCADERO CAPITAL ADVISORS →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6262972
Firm CRD# 329285
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Geoffrey Erik Fellows offer?
Geoffrey Erik Fellows specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAGUNA HILLS, California for a consultation.
What are Geoffrey Erik Fellows's credentials?
Geoffrey Erik Fellows is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Erik Fellows located?
Geoffrey Erik Fellows is based in LAGUNA HILLS, California, working with EMBARCADERO CAPITAL ADVISORS. Their office serves clients in the LAGUNA HILLS metropolitan area and surrounding communities.
How does Geoffrey Erik Fellows charge for services?
Geoffrey Erik Fellows's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMBARCADERO CAPITAL ADVISORS?
EMBARCADERO CAPITAL ADVISORS has approximately 2 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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LAGUNA HILLS, CA

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Research
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