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% of assets managed in Diamond Bar, CA

4 advisers in Diamond Bar offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 4

Lagos Wealth Advisors1320 Valley Vista Drive, Suite 202 · Diamond Bar, CA 91765 · (714) 940-0888 · % of assets managedCRD 117551 · % of assets · $64.2 million AUMState registeredNo commissions reported Syndicated Capital, INC.21671 Gateway Center Drive, Suite 111 · Diamond Bar, CA 91765 · (310) 751-7098 · Financial planningCRD 29037 · % of assets, Fixed fees, Other · $142.0 million AUMSEC registeredNo commissions reported The Financial Group21700 Copley Drive, Suite 160 · Diamond Bar, CA 91765 · (909) 860-7527 · Financial planningCRD 169966 · % of assets, Hourly charges · $33.7 million AUMState registeredNo commissions reported Valuetech Private Advisors1370 Valley Vista Dr, Suite 200 · Diamond Bar, CA 91765 · (323) 600-4931 · Financial planningCRD 311165 · % of assets, Hourly charges, Fixed fees · $21.4 million AUMState registeredNo commissions reported