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David Joseph Tarantino

PORTICO WEALTH ADVISORS, LLC·LARKSPUR, California
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17 E. SIR FRANCIS DRAKE BLVD., LARKSPUR, CA 94939CRD# 1886426Firm CRD# 151794
01

About

David Joseph Tarantino is a registered financial advisor based in LARKSPUR, California, affiliated with PORTICO WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PORTICO WEALTH ADVISORS, LLC
PORTICO WEALTH ADVISORS, LLC
AUM
$232M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PORTICO WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1886426
Firm CRD# 151794
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Joseph Tarantino offer?
David Joseph Tarantino specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LARKSPUR, California for a consultation.
What are David Joseph Tarantino's credentials?
David Joseph Tarantino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Joseph Tarantino located?
David Joseph Tarantino is based in LARKSPUR, California, working with PORTICO WEALTH ADVISORS, LLC. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does David Joseph Tarantino charge for services?
David Joseph Tarantino's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTICO WEALTH ADVISORS, LLC?
PORTICO WEALTH ADVISORS, LLC has approximately 4 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PORTICO WEALTH ADVISORS, LLC

Jonathan David Leidy
LARKSPUR, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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