Nissim & Gavidia Wealth Management & Financial Planning, LLC is an adviser based in Walnut Creek. It manages $48.14 million of regulatory assets for 157 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California and Texas.
Nissim & Gavidia Wealth Management & Financial Planning provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nissim & Gavidia Wealth Management & Financial Planning, LLC is $48.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Nissim & Gavidia Wealth Management & Financial Planning, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Nissim & Gavidia Wealth Management & Financial Planning, LLC performs its advisory services is located at 1299 Newell Hill Place, Suite 303, Walnut Creek, CA 94596, 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 925-215-7771. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at nissimgavidia.com.