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Mariam Sherilyn Saboori shamlow

Fermata Advisors

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About Mariam Sherilyn Saboori shamlow

Mariam Sherilyn Saboori Shamlow is an Investment Advisor Representative with Fermata Advisors. Mariam has been in the industry for over 9 years, starting her career with Global Retirement Partners, LLC in San Rafael, CA. She joined Fermata Advisors in January 2025. Mariam holds a Series 65 license and is registered with the state of California. Mariam provides financial planning and portfolio management services to individuals, businesses, and trusts, with a focus on high net worth individuals, corporations, and retirement planning.

Firm Information

Mariam Saboori shamlow is currently registered with Fermata Advisors. Fermata Advisors is a registered investment advisor located in Sonoma, California. The firm has 9 licensed agents and 12 investment adviser representatives who manage a total of $973,846,526 in assets under management. They offer financial planning, portfolio management for individuals, and pension consulting services to high-net-worth individuals, corporations, charitable organizations, and pension plans.
Fermata Advisors

539 BROADWAY

SONOMA, CA 95476

$973.85M

Assets Under Management

Not reported

Total Clients

14

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Mariam Saboori shamlow’s Registration & Firm History

CA

02/12/2025 - Present

Fermata Advisors (SONOMA CA)

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Licenses & Designations

IA

Issued 08/02/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mariam Sherilyn Saboori shamlow.
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