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Riza Khalil Hernandez

ENTREFOLIO LLC·OAKLAND, California
ENTREFOLIO LLC
344 20TH ST, OAKLAND, CA 94612CRD# 3219740Firm CRD# 312977

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Riza Khalil Hernandez · OAKLAND, CA
Registration
CRD #3219740 · ENTREFOLIO LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Riza Khalil Hernandez is a registered financial advisor based in OAKLAND, California, affiliated with ENTREFOLIO LLC. 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
Introduction

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03

Firm Overview

Firm
ENTREFOLIO LLC
ENTREFOLIO WEALTH MANAGEMENT
AUM
$10M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ENTREFOLIO LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3219740
Firm CRD# 312977
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Riza Khalil Hernandez offer?
Riza Khalil Hernandez specializes in Financial Planning, Investment Management. Contact their office in OAKLAND, California for a consultation.
What are Riza Khalil Hernandez's credentials?
Riza Khalil Hernandez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Riza Khalil Hernandez located?
Riza Khalil Hernandez is based in OAKLAND, California, working with ENTREFOLIO LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Riza Khalil Hernandez charge for services?
Riza Khalil Hernandez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENTREFOLIO LLC?
ENTREFOLIO LLC has approximately 1 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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