Investment adviser · CRD 287722

NISSIM & GAVIDIA WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC

Investment adviser filing (IA)

WALNUT CREEK, CA, United States · Form ADV filed Sep 21, 2017

Regulatory AUM
$48.1M
Form ADV · Item 5.F
Client accounts
157
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Sep 21, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1299 NEWELL HILL PLACE, SUITE 303
WALNUT CREEK, CA, 94596, United States

CRD 287722

Filing source

Form ADV 1141652 · Sep 21, 2017 · 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.