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Advisor Partners

Headquartered in WALNUT CREEK, CA

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Firm Information

Advisor Partners is an investment advisory firm based in Walnut Creek, California. They provide a range of services, including portfolio management, financial planning, and model portfolio construction. They have approximately $3.4 billion in assets under management and serve a variety of clients, including individuals, corporations, and other investment advisors.

Advisor Partners

2185 NORTH CALIFORNIA BLVD

WALNUT CREEK, CA 94596

$3.38B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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construction of model securities portfolios

Construction of model securities portfolios

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

ADVISOR PARTNERS has a total of 3 branch locations across the country.
location

WALNUT CREEK, CA

location

New York, NY

location

Boston, MA

Advisors at Advisor Partners

View All 7 Advisors
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Tarik Ade Rashada

RA

Boston, MA

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Rahul Nmn Agrawal

RA

WALNUT CREEK, CA

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Unclaimed
Ashley Elaine Duffey

CFA®, RA

WALNUT CREEK, CA

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Anthony Mark Castaldi

RA

WALNUT CREEK, CA

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Unclaimed
Elena Gorskaya

CFA®, RA

WALNUT CREEK, CA

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Bryan James Lee

RA

New York, NY

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Unclaimed
Jia Xu

RA

WALNUT CREEK, CA

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Disclosures

There are no public disclosures for Advisor Partners.

Frequently Asked Questions (7)

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