FERMATA ADVISORS, LLC

FERMATA ADVISORS
SONOMA, California·2 registered advisors·CRD# 305614
SEC# 801-1174114(707) 938-7414
01

Firm Overview

AUM
$974M
Regulatory assets under management
Employees
24
Total firm employees
Advisors
2
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 FERMATA ADVISORS, LLC

2 registered advisors
Christopher David Sipes
SONOMA, California
Daren E Blonski
SONOMA, California
05

Office Locations

SONOMA, California
2 advisors

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Data sourced from SEC Form ADV filings. FERMATA ADVISORS, LLC (CRD# 305614) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.