AdvisorOS Directory
Claim Profile
EM

Elizabeth G Michaels

APERIO GROUP, LLC·SAUSALITO, California
Unclaimed Profile
THREE HARBOR DRIVE, SAUSALITO, CA 94965CRD# 5312968Firm CRD# 111616
01

About

Elizabeth G Michaels is a registered financial advisor based in SAUSALITO, California, affiliated with APERIO GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
APERIO GROUP, LLC
APERIO GROUP, LLC
AUM
$80.2B
Regulatory assets under management
Employees
170
Total firm employees
View all advisors at APERIO GROUP, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5312968
Firm CRD# 111616
8 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAUSALITO?

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

Browse SAUSALITO 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 Elizabeth G Michaels offer?
Elizabeth G Michaels specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAUSALITO, California for a consultation.
What are Elizabeth G Michaels's credentials?
Elizabeth G Michaels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth G Michaels located?
Elizabeth G Michaels is based in SAUSALITO, California, working with APERIO GROUP, LLC. Their office serves clients in the SAUSALITO metropolitan area and surrounding communities.
How does Elizabeth G Michaels charge for services?
Elizabeth G Michaels'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 APERIO GROUP, LLC?
APERIO GROUP, LLC has approximately 170 employees and manages $80.2B 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 SAUSALITO
Garrett Nicholas Paul — SEAFRONT CAPITAL PARTNERS LLCPaul Solli — APERIO GROUP, LLCPatrick Geddes — APERIO GROUP, LLCRobert Newman — APERIO GROUP, LLCTamra Ann Stern — MAIN STREET RESEARCH LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile