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Advisers in Ukiah, CA

2 advisers in Ukiah — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Antonio Andrade, Cfp401 West Mill Street, Suite 1 · Ukiah, CA 95482 · (707) 462-4930 · Financial planningCRD 136312 · % of assets, Hourly charges, Fixed fees · $15.3 million AUMState registeredNo commissions reportedProsperent Capital, LLC175 E. Church Street · Ukiah, CA 95482 · (213) 259-3338 · Financial planningCRD 325603 · % of assets, Hourly charges, Fixed fees · $3.0 million AUMState registeredNo commissions reported
Talking to advisers in Ukiah? 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.