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Occidental Asset Management, LLC

Headquartered in BURLINGAME, CA

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Firm Information

Occidental Asset Management, LLC is a registered investment advisor located in Burlingame, CA. They offer a variety of advisory services, including financial planning, selection of other advisors, and portfolio management for individuals. Their clientele consists primarily of high-net-worth individuals. The firm manages over $796 million in assets for over 1700 accounts.

Occidental Asset Management, LLC

301 CALIFORNIA DRIVE #9

BURLINGAME, CA 94010

$796.08M

Assets Under Management

Not reported

Total Clients

10

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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 (5)

OCCIDENTAL ASSET MANAGEMENT, LLC has a total of 5 branch locations across the country.
location

BURLINGAME, CA

location

Altamonte Springs, FL

location

Bellevue, WA

location

LIHUE, HI

location

Winter Springs, FL

Advisors at Occidental Asset Management, LLC

View All 10 Advisors
Unclaimed
John Christian Wilbourne

RA

Bellevue, WA

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Unclaimed
Bugra Bakan

CFP®, RA

BURLINGAME, CA

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Unclaimed
James Paul Griffin

CFP®, RA

BURLINGAME, CA

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Unclaimed
Brad T Klontz

CFP®, RA

LIHUE, HI

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Unclaimed
Federico Santiago Londono castillo

RA

Altamonte Springs, FL

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Unclaimed
Andrew Charles Cattano

RA

BURLINGAME, CA

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Unclaimed
Erin Allison Hadley

CFP®, RA

BURLINGAME, CA

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Unclaimed
Nathan Hatton Walsh

RA

BURLINGAME, CA

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Disclosures

There are no public disclosures for Occidental Asset Management, LLC.

Frequently Asked Questions (6)

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