ADERO PARTNERS, LLC

WALNUT CREEK, California·4 registered advisors·CRD# 297808
SEC# 801-11367123650-252-0550
01

Firm Overview

AUM
$4.0B
Regulatory assets under management
Employees
51
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ADERO PARTNERS, LLC

4 registered advisors
Brian Glenn Frazier
PLEASANTON, California
Gregory Todd Warner
WALNUT CREEK, California
James Michael Knight
WALNUT CREEK, California
Michael Edward Spector
WALNUT CREEK, California
05

Office Locations

WALNUT CREEK, California
3 advisors
PLEASANTON, California
1 advisor

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Data sourced from SEC Form ADV filings. ADERO PARTNERS, LLC (CRD# 297808) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.