Investment adviser · CRD 132160

PLEASANTON FINANCIAL ADVISORS

Investment adviser filing (IA)

PLEASANTON FINANCIAL ADVISORS, LLC

PLEASANTON, CA, United States · Form ADV filed May 23, 2012

Regulatory AUM
$79.6M
Form ADV · Item 5.F
Client accounts
285
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: May 23, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Fixed

Principal office

1811 SANTA RITA RD, SUITE 211
PLEASANTON, CA, 94566, United States

CRD 132160

Filing source

Form ADV 648911 · May 23, 2012 · 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.