Financial advisers in Alameda, CA
3 registered investment adviser firms in Alameda managing $2.5B in assets, based on public SEC Form ADV filings.
Adelante Capital Management LLC
Alameda, CA · Est. 1995
Local
- AUM
- $1.5B
- Per adviser
- $298M
- Advisers
- 5
No reported disclosures
Phocas Financial Corporation
Alameda, CA · Est. 2005
Local
- AUM
- $683M
- Per adviser
- $137M
- Advisers
- 5
No reported disclosures
Shum Financial Group, INC.
Alameda, CA · Est. 2017
Local
- AUM
- $322M
- Per adviser
- $80M
- Advisers
- 4
No reported disclosures