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% of assets managed in Mill Valley, CA

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

All 12

Aspirean Wealth, LLC6 Knoll Lane, Suite B · Mill Valley, CA 94941 · (844) 687-5342 · Financial planningCRD 173138 · % of assets, Hourly charges, Fixed fees · $233.2 million AUMSEC registeredNo commissions reported Assembly Wealth319 Miller Avenue · Mill Valley, CA 94941 · (415) 541-7774 · Financial planningCRD 108834 · % of assets, Hourly charges, Fixed fees · $336.7 million AUMSEC registeredNo commissions reported Austin Creek Capital, LLC131 Camino Alto, Suite D2 · Mill Valley, CA 94941 · (415) 322-9314 · Financial planningCRD 313554 · % of assets, Fixed fees · $7.5 million AUMState registeredNo commissions reported Davenport Capital Management, LLC197 Molino Ave · Mill Valley, CA 94941 · (415) 300-6466 · % of assets managedCRD 159785 · % of assets · $140.0 million AUMState registeredNo commissions reported Miller Avenue Advisors LLC129 Miller Avenue, Suite 622 · Mill Valley, CA 94941 · (415) 888-8472 · Financial planningCRD 313523 · % of assets, Fixed fees · $281.2 million AUMSEC registeredNo commissions reported Private Wealth Partners, LLC591 Redwood Highway, Suite 3210 · Mill Valley, CA 94941 · (415) 461-3850 · Financial planningCRD 133802 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reported Relevant Wealth Advisors, LLC2 Belvedere Place, Ste 200 · Mill Valley, CA 94941 · (415) 925-4000 · % of assets managedCRD 1489 · % of assets · $799.0 million AUMSEC registeredNo commissions reported Rising Capital INC.460 Edgewood Ave · Mill Valley, CA 94941 · (415) 843-1183 · Financial planningCRD 123233 · % of assets, Hourly charges · $30.1 million AUMState registeredNo commissions reported Sivia Capital Partners, LLC495 Miller Avenue, Suite 206 · Mill Valley, CA 94941 · (415) 231-7490 · Financial planningCRD 170413 · % of assets · $1.2 billion AUMSEC registeredNo commissions reported Urban Investment Advisors1 Belvedere Place, Suite 200 · Mill Valley, CA 94941 · (415) 461-8600 · Flat / fixed feesCRD 222524 · % of assets, Fixed fees, Performance-based fees · $2.5 billion AUMSEC registeredNo commissions reported

Violich Capital Management2 Belvedere Place, Suite 310 · Mill Valley, CA 94941 · (415) 217-4444 · % of assets managedCRD 111410 · % of assets · $1.0 billion AUMSEC registeredNo commissions reported Wasi25 Evergreen Ave, Suite 6 · Mill Valley, CA 94941 · (415) 888-3496 · % of assets managedCRD 131689 · % of assets · $70.9 million AUMState registeredNo commissions reported