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Roberto Esquivel

UNITY WEALTH PARTNERS LLC·ORANGE, California
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4050 W. METROPOLITAN DR., ORANGE, CA 92868CRD# 7963788Firm CRD# 316222
01

About

Roberto Esquivel is a registered financial advisor based in ORANGE, California, affiliated with UNITY WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
UNITY WEALTH PARTNERS LLC
UNITY WEALTH PARTNERS
AUM
$8M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at UNITY WEALTH PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7963788
Firm CRD# 316222
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roberto Esquivel offer?
Roberto Esquivel specializes in Financial Planning, Investment Management. Contact their office in ORANGE, California for a consultation.
What are Roberto Esquivel's credentials?
Roberto Esquivel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roberto Esquivel located?
Roberto Esquivel is based in ORANGE, California, working with UNITY WEALTH PARTNERS LLC. Their office serves clients in the ORANGE metropolitan area and surrounding communities.
How does Roberto Esquivel charge for services?
Roberto Esquivel'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 UNITY WEALTH PARTNERS LLC?
UNITY WEALTH PARTNERS LLC has approximately 3 employees and manages $8M 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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