Investment adviser · CRD 110152
CALIFORNIA FINANCIAL ADVISORS
Investment adviser filing (IA)
MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC
SAN RAMON, CA, United States · Form ADV filed May 26, 2026
- Regulatory AUM
- $2.26B Form ADV · Item 5.F
- Client accounts
- 3,547 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 666 | $1,857,033,275 | 82.0% |
| Individuals | 851 | $399,767,204 | 17.7% |
| Corporations & businesses | 7 | $6,021,043 | 0.3% |
| Charities | Fewer than 5 | $557,104 | 0.0% |
Filing source
Form ADV 2095240 · May 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
12657 ALCOSTA BLVD, SUITE 470SAN RAMON, CA, 94583, United States
CRD 110152
Filing source
Form ADV 2095240 · May 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.