PLEASANTON FINANCIAL ADVISORS, LLC

PLEASANTON FINANCIAL ADVISORS
PLEASANTON, California·3 registered advisors·CRD# 132160
SEC# 801-66966925-846-3768
01

Firm Overview

AUM
$80M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PLEASANTON FINANCIAL ADVISORS, LLC

3 registered advisors
Gary Richard Smith
PLEASANTON, California
Margaret Fluck Smith
PLEASANTON, California
Mark Alan Janer
PLEASANTON, California
05

Office Locations

PLEASANTON, California
3 advisors

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Data sourced from SEC Form ADV filings. PLEASANTON FINANCIAL ADVISORS, LLC (CRD# 132160) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.