AdvisorOS Directory
Claim Profile
BM

Burton Gordon Malkiel

WEALTHFRONT ADVISERS LLC·PALO ALTO, California
Unclaimed Profile
261 HAMILTON AVE., PALO ALTO, CA 94301CRD# 1462312Firm CRD# 148456
01

About

Burton Gordon Malkiel is a registered financial advisor based in PALO ALTO, California, affiliated with WEALTHFRONT ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
WEALTHFRONT ADVISERS LLC
WEALTHFRONT ADVISERS LLC
AUM
$35.9B
Regulatory assets under management
Employees
324
Total firm employees
View all advisors at WEALTHFRONT ADVISERS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: REVENUE SHARE WITH AFFILIATE - BD
Regulatory
SEC/IARD CRD# 1462312
Firm CRD# 148456
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PALO ALTO?

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

Browse PALO ALTO 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 Burton Gordon Malkiel offer?
Burton Gordon Malkiel specializes in Investment Management, Wealth Management. Contact their office in PALO ALTO, California for a consultation.
What are Burton Gordon Malkiel's credentials?
Burton Gordon Malkiel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Burton Gordon Malkiel located?
Burton Gordon Malkiel is based in PALO ALTO, California, working with WEALTHFRONT ADVISERS LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.
How does Burton Gordon Malkiel charge for services?
Burton Gordon Malkiel's firm is compensated through percentage of aum, other: revenue share with affiliate - bd. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHFRONT ADVISERS LLC?
WEALTHFRONT ADVISERS LLC has approximately 324 employees and manages $35.9B 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 PALO ALTO
Curtis K Myers — RED ROCK VENTURE MANAGEMENT, INC.Laura Brege — RED ROCK VENTURE MANAGEMENT, INC.Peter Dumanian — RED ROCK VENTURE MANAGEMENT, INC.Laura Gwosden — RED ROCK VENTURE MANAGEMENT, INC.Robert J. Todd — RED ROCK VENTURE MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile