DESTINATION WEALTH MANAGEMENT

WALNUT CREEK, California·5 registered advisors·CRD# 110365
SEC# 801-530770925-935-2900
01

Firm Overview

AUM
$3.7B
Regulatory assets under management
Employees
53
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DESTINATION WEALTH MANAGEMENT

5 registered advisors
Alexis Brinck Stice
WALNUT CREEK, California
Craig Dwayne Gentry
WALNUT CREEK, California
George Kung Wai Chin
WALNUT CREEK, California
Jessica S Lambruschini-Coy
WALNUT CREEK, California
Michael Allen Yoshikami
WALNUT CREEK, California
05

Office Locations

WALNUT CREEK, California
5 advisors

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Data sourced from SEC Form ADV filings. DESTINATION WEALTH MANAGEMENT (CRD# 110365) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.