Unclaimed Profile

Sadaf Sattar

ACCRETIVE WEALTH MANAGEMENT, LLC·SAN RAMON, California

Clean recordACCRETIVE WEALTH MANAGEMENT, LLC

12657 ALCOSTA BOULEVARD, SUITE 150, SAN RAMON, CA 94583CRD# 6258725Firm CRD# 164341

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sadaf Sattar · SAN RAMON, CA

Registration

CRD #6258725 · ACCRETIVE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sadaf Sattar is a registered financial advisor based in SAN RAMON, California, affiliated with ACCRETIVE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

ACCRETIVE WEALTH MANAGEMENT, LLC

AUM

$232M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ACCRETIVE WEALTH MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6258725

Firm CRD# 164341

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sadaf Sattar offer?

Sadaf Sattar specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN RAMON, California for a consultation.

What are Sadaf Sattar's credentials?

Sadaf Sattar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sadaf Sattar located?

Sadaf Sattar is based in SAN RAMON, California, working with ACCRETIVE WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.

How does Sadaf Sattar charge for services?

Sadaf Sattar's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACCRETIVE WEALTH MANAGEMENT, LLC?

ACCRETIVE WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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