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% of assets managed in Escondido, CA

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

All 5

Goodrich Financial Group, LLC3296 Via Zamora · Escondido, CA 92029 · (760) 317-1067 · % of assets managedCRD 139958 · % of assets · $14.1 million AUMState registeredNo commissions reported Harvestwise Wealth Planning500 La Terraza Blvd., Suite 150 · Escondido, CA 92025 · (858) 310-1920 · Financial planningCRD 333146 · % of assets, Hourly charges, Fixed fees · $42.3 million AUMState registeredNo commissions reported Red Seven960 Canterbury Place Suite 380 · Escondido, CA 92025 · (760) 705-3520 · Financial planningCRD 168542 · % of assets, Fixed fees · $104.4 million AUMSEC registeredNo commissions reported Tri-Ad Capital Management I, LLC221 W. Crest St., Ste. 300 · Escondido, CA 92025 · (760) 743-7555 · Flat / fixed feesCRD 324364 · % of assets, Fixed fees · $619.0 million AUMSEC registeredNo commissions reported Vector Financial Solutions, INC.139 East 3rd Ave · Escondido, CA 92025 · (760) 741-3159 · Financial planningCRD 291895 · % of assets, Hourly charges, Fixed fees · $65.7 million AUMState registeredNo commissions reported