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Geoffrey Erik Fellows

EMBARCADERO CAPITAL ADVISORS·LAGUNA HILLS, California
Unclaimed Profile
23151 VERDUGO DRIVE, LAGUNA HILLS, CA 92653CRD# 6262972Firm CRD# 329285
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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.

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Focus Areas

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

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6262972
Firm CRD# 329285
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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