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Francis Daniel Ertel

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC·PETALUMA, California
Unclaimed Profile
2090 MARINA AVENUE, PETALUMA, CA 94954CRD# 2136249Firm CRD# 162143
01

About

Francis Daniel Ertel is a registered financial advisor based in PETALUMA, California, affiliated with ONPOINTE ADVISORY AND FINANCIAL SERVICES, 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
03

Firm Overview

Firm
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC
AUM
$29M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2136249
Firm CRD# 162143
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Francis Daniel Ertel offer?
Francis Daniel Ertel specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.
What are Francis Daniel Ertel's credentials?
Francis Daniel Ertel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francis Daniel Ertel located?
Francis Daniel Ertel is based in PETALUMA, California, working with ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC. Their office serves clients in the PETALUMA metropolitan area and surrounding communities.
How does Francis Daniel Ertel charge for services?
Francis Daniel Ertel'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 ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC?
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC has approximately 2 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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