Top financial advisors in San Juan Capistrano, CA
We’ve curated a list of the best financial advisors in San Juan Capistrano, take a look at it below
Find an advisor in San Juan Capistrano# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $60,000,000 | 1 advisors | ||
2 | $33,584,393 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in San Juan Capistrano, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Juan Capistrano. 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.
Iq Trends Private Client Asset Management
Iq Trends Private Client Asset Management is a financial advisory firm based in San Juan Capistrano, California. It currently has approximately $60,000,000 of assets under management and employs about 1 people. Iq Trends Private Client Asset Management uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$60,000,000
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-67945
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Consulting
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27132 Paseo Espada,
Suite B1222,
San Juan Capistrano,
California,
92675Baker Jensen Investment Advisors, LLC
Baker Jensen Investment Advisors, LLC is a financial advisory firm based in San Juan Capistrano, California. It currently has approximately $33,584,393 of assets under management and employs about 1 people. Baker Jensen Investment Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$33,584,393
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-67764
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
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30448 Rancho Viejo Rd,
Suite 105,
San Juan Capistrano,
California,
92675
Your first meeting is free.