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Pleasanton Financial Advisors, LLC (Pleasanton)


Pleasanton Financial Advisors, LLC is an adviser based in Pleasanton. It manages $79.59 million of regulatory assets for 285 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

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Pleasanton Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pleasanton Financial Advisors: assets under management

The assets under management (AUM) of Pleasanton Financial Advisors, LLC is $79.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 133% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $79.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $279.27 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pleasanton Financial Advisors, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Pleasanton

The principal office where Pleasanton Financial Advisors, LLC performs its advisory services is located at 1811 Santa Rita Rd, Suite 211, Pleasanton, CA 94566, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-846-3768 or by fax 925-600-7574. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.pleasantonfinancial.com.


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