Advisers in Alameda, CA

3 advisers in Alameda — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Adelante Capital Management LLC1101 Marina Village Parkway, Suite 201 · Alameda, CA 94501 · (510) 986-2100 · % of assets managedCRD 107382 · % of assets, Performance-based fees · $1.5 billion AUMSEC registeredNo commissions reported Phocas Financial Corporation1080 Marina Village Parkway, Suite 520 · Alameda, CA 94501 · (510) 523-5800 · % of assets managedCRD 135470 · % of assets · $682.7 million AUMSEC registeredNo commissions reported Shum Financial Group, INC.2205 Harbor Bay Parkway · Alameda, CA 94502 · (510) 748-7462 · Financial planningCRD 285426 · % of assets, Hourly charges, Fixed fees · $322.0 million AUMSEC registeredNo commissions reported

Talking to advisers in Alameda? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.