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Zachary Bothelio

GREENSTONE PARTNERS, LLC·LARKSPUR, California
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60 EAST SIR FRANCIS DRAKE BOULEVARD, LARKSPUR, CA 94939CRD# 7642323Firm CRD# 136566
01

About

Zachary Bothelio is a registered financial advisor based in LARKSPUR, California, affiliated with GREENSTONE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GREENSTONE PARTNERS, LLC
GREENSTONE PARTNERS, LLC
AUM
$220M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at GREENSTONE PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7642323
Firm CRD# 136566
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Zachary Bothelio offer?
Zachary Bothelio specializes in Retirement Planning. Contact their office in LARKSPUR, California for a consultation.
What are Zachary Bothelio's credentials?
Zachary Bothelio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Bothelio located?
Zachary Bothelio is based in LARKSPUR, California, working with GREENSTONE PARTNERS, LLC. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does Zachary Bothelio charge for services?
Zachary Bothelio's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREENSTONE PARTNERS, LLC?
GREENSTONE PARTNERS, LLC has approximately 6 employees and manages $220M 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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