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Jessica S Lambruschini-Coy

DESTINATION WEALTH MANAGEMENT·WALNUT CREEK, California
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1255 TREAT BOULEVARD, WALNUT CREEK, CA 94597CRD# 4893456Firm CRD# 110365
01

About

Jessica S Lambruschini-Coy is a registered financial advisor based in WALNUT CREEK, California, affiliated with DESTINATION WEALTH MANAGEMENT. 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
DESTINATION WEALTH MANAGEMENT
DESTINATION WEALTH MANAGEMENT
AUM
$3.7B
Regulatory assets under management
Employees
53
Total firm employees
View all advisors at DESTINATION WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4893456
Firm CRD# 110365
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jessica S Lambruschini-Coy offer?
Jessica S Lambruschini-Coy specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.
What are Jessica S Lambruschini-Coy's credentials?
Jessica S Lambruschini-Coy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica S Lambruschini-Coy located?
Jessica S Lambruschini-Coy is based in WALNUT CREEK, California, working with DESTINATION WEALTH MANAGEMENT. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Jessica S Lambruschini-Coy charge for services?
Jessica S Lambruschini-Coy'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 DESTINATION WEALTH MANAGEMENT?
DESTINATION WEALTH MANAGEMENT has approximately 53 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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