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PORTICO WEALTH ADVISORS, LLC
PORTICO WEALTH ADVISORS, LLC
LARKSPUR, California
·
2 registered advisors
·
CRD# 151794
SEC# 801-95174
0
415-925-8700
01
Firm Overview
AUM
$232M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at PORTICO WEALTH ADVISORS, LLC
2 registered advisors
David Joseph Tarantino
LARKSPUR, California
CRD# 1886426
Jonathan David Leidy
LARKSPUR, California
CRD# 4192876
05
Office Locations
LARKSPUR, California
2 advisors
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Data sourced from SEC Form ADV filings. PORTICO WEALTH ADVISORS, LLC (CRD# 151794) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.