ENTREFOLIO LLC

ENTREFOLIO WEALTH MANAGEMENT
OAKLAND, California·1 registered advisor·CRD# 312977
SEC# 801-1205590510-427-3202
01

Firm Overview

AUM
$10M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at ENTREFOLIO LLC

1 registered advisor
Riza Khalil Hernandez
OAKLAND, California
05

Office Locations

OAKLAND, California
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ENTREFOLIO LLC (CRD# 312977) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.