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BORDEAUX WEALTH ADVISORS LLC
BORDEAUX WEALTH ADVISORS LLC
BORDEAUX WEALTH ADVISORS
MENLO PARK, California
·
6 registered advisors
·
CRD# 287758
SEC# 801-110221
3
650-289-1105
01
Firm Overview
AUM
$4.4B
Regulatory assets under management
Employees
35
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BORDEAUX WEALTH ADVISORS LLC
6 registered advisors
David Keith Murdock
MENLO PARK, California
CRD# 2280830
James Michael Hering
MENLO PARK, California
CRD# 2440945
Jon Carter Snare
MENLO PARK, California
CRD# 2277530
Jon Michael Ekoniak
MENLO PARK, California
CRD# 1717269
Philip Thomas Platt
MENLO PARK, California
CRD# 4811718
Thomas Carl Myers
MENLO PARK, California
CRD# 2811802
05
Office Locations
MENLO PARK, California
6 advisors
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Data sourced from SEC Form ADV filings. BORDEAUX WEALTH ADVISORS LLC (CRD# 287758) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.