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Sharon Lea Lacy

BEDROCK CAPITAL MANAGEMENT, INC.·LOS ALTOS, California
Unclaimed Profile
5050 EL CAMINO REAL, LOS ALTOS, CA 94022CRD# 5325297Firm CRD# 120376
01

About

Sharon Lea Lacy is a registered financial advisor based in LOS ALTOS, California, affiliated with BEDROCK CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BEDROCK CAPITAL MANAGEMENT, INC.
BEDROCK CAPITAL MANAGEMENT, INC.
AUM
$310M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BEDROCK CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5325297
Firm CRD# 120376
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sharon Lea Lacy offer?
Sharon Lea Lacy specializes in Financial Planning, Investment Management. Contact their office in LOS ALTOS, California for a consultation.
What are Sharon Lea Lacy's credentials?
Sharon Lea Lacy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon Lea Lacy located?
Sharon Lea Lacy is based in LOS ALTOS, California, working with BEDROCK CAPITAL MANAGEMENT, INC.. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.
How does Sharon Lea Lacy charge for services?
Sharon Lea Lacy'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 BEDROCK CAPITAL MANAGEMENT, INC.?
BEDROCK CAPITAL MANAGEMENT, INC. has approximately 8 employees and manages $310M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LOS ALTOS
Jamie B. Smith — FLYWHEEL PRIVATE WEALTH LLCKrish Panu — POINTGUARD MANAGEMENT, LLCRoger Morton Low — ATINC, LLCCherian Varkey Mathew — FIREBOLT VENTURES MANAGEMENT COMPANY, LLCEric Richard Lewis — BEDROCK CAPITAL MANAGEMENT, INC.
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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