AdvisorOS Directory
Claim Profile
SP

Susan Weber Pomilia

HENNESSY ADVISORS, INC.·NOVATO, California
Unclaimed Profile
7250 REDWOOD BOULEVARD, NOVATO, CA 94945CRD# 6415436Firm CRD# 110770
01

About

Susan Weber Pomilia is a registered financial advisor based in NOVATO, California, affiliated with HENNESSY ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
HENNESSY ADVISORS, INC.
HENNESSY ADVISORS, INC.
AUM
$5.1B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at HENNESSY ADVISORS, INC. →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6415436
Firm CRD# 110770
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NOVATO?

Browse all registered financial advisors in NOVATO, California or claim this profile if it's yours.

Browse NOVATO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Susan Weber Pomilia offer?
Susan Weber Pomilia specializes in Investment Management, Fee-Only Advisory. Contact their office in NOVATO, California for a consultation.
What are Susan Weber Pomilia's credentials?
Susan Weber Pomilia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Weber Pomilia located?
Susan Weber Pomilia is based in NOVATO, California, working with HENNESSY ADVISORS, INC.. Their office serves clients in the NOVATO metropolitan area and surrounding communities.
How does Susan Weber Pomilia charge for services?
Susan Weber Pomilia'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 HENNESSY ADVISORS, INC.?
HENNESSY ADVISORS, INC. has approximately 18 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NOVATO
Jeffrey Charles Troutner — EQUIUS PARTNERS, INC.Jason John Zahorenko — EQUIUS PARTNERS, INC.Thomas Jeffrey Troutner — EQUIUS PARTNERS, INC.Robert Charles Hunter — MARIN WEALTH ADVISORS LLCPhilip Willem Jonckheer — EQUIUS PARTNERS, 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile