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David K Arterburn

ARTERBURN AND WATTERS, LLP·PLEASANTON, California
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17 LOWER GOLF ROAD, PLEASANTON, CA 94566CRD# 2997296Firm CRD# 111406
01

About

David K Arterburn is a registered financial advisor based in PLEASANTON, California, affiliated with ARTERBURN AND WATTERS, LLP. 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
ARTERBURN AND WATTERS, LLP
ARTERBURN AND WATTERS, LLP
AUM
$2M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ARTERBURN AND WATTERS, LLP →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Hourly charges
Regulatory
SEC/IARD CRD# 2997296
Firm CRD# 111406
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David K Arterburn offer?
David K Arterburn specializes in Financial Planning, Investment Management. Contact their office in PLEASANTON, California for a consultation.
What are David K Arterburn's credentials?
David K Arterburn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David K Arterburn located?
David K Arterburn is based in PLEASANTON, California, working with ARTERBURN AND WATTERS, LLP. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.
How does David K Arterburn charge for services?
David K Arterburn's firm is compensated through hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARTERBURN AND WATTERS, LLP?
ARTERBURN AND WATTERS, LLP has approximately 2 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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