FOOTHILL SECURITIES, INC.

SANTA CLARA, California·8 registered advisors·CRD# 1027
SEC# 801-57293650-625-9701
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
268
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: THIRD PARTY ASSET MANAGEMENT FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FOOTHILL SECURITIES, INC.

8 registered advisors
Benjamin William Wong
MOUNTAIN VIEW, California
Craig Lee Alexander
SANTA CLARA, California
David A Rosenzweig
SANTA CLARA, California
John Cordell Burroughs
SANTA CLARA, California
Karyn Marie White
SANTA CLARA, California
Paul William Pickenheim
MOUNTAIN VIEW, California
Stephen Guy Jr Shipp
MOUNTAIN VIEW, California
Stephen Henry Chipman
SANTA CLARA, California
05

Office Locations

SANTA CLARA, California
5 advisors
MOUNTAIN VIEW, California
3 advisors

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Data sourced from SEC Form ADV filings. FOOTHILL SECURITIES, INC. (CRD# 1027) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.