Top financial advisors in Portola Valley, CA
We’ve curated a list of the best financial advisors in Portola Valley, take a look at it below
Find an advisor in Portola Valley| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,310,373,780 | 30 advisors |
How we came up with this list
To generate our top financial advisors list in Portola Valley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Portola Valley. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Western Technology Investment (wti)
Western Technology Investment (wti) is a financial advisory firm based in Portola Valley, California. It currently has approximately $2,310,373,780 of assets under management and employs about 30 people. Western Technology Investment (wti) uses a fee structure of a percentage of assets under your management, performance-based fees and percentage of committed capital.
Assets under management
$2,310,373,780
Headcount
30 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PERCENTAGE OF COMMITTED CAPITAL
SEC number
801-44806
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.