MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC

CALIFORNIA FINANCIAL ADVISORS
SAN RAMON, California·5 registered advisors·CRD# 110152
SEC# 801-552730925.275.1000
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC

5 registered advisors
Mark Anthony Pitre
SAN RAMON, California
CFP
Michael Francis Maloon
SAN RAMON, California
CFPChFC
Michelle Perry Higgins
SAN RAMON, California
Ryan Douglas Dennehy
SAN RAMON, California
Thomas James Powers
SAN RAMON, California
CFPChFC
05

Office Locations

SAN RAMON, California
5 advisors

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Data sourced from SEC Form ADV filings. MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC (CRD# 110152) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.