Mine & Arao Wealth Creation And Management, Llc
Campbell, California
5.0
2 Reviews
Mine & Arao Wealth Creation And Management, LLC is a small investment advisory firm based out of Campbell, CA. With two offices, the company is dedicated to providing comprehensive wealth management services to its clients. With three employees in total, two of them specialize in offering investment advisory services. With an average of approximately $91,870,000 in assets under management per investment advisor, Mine & Arao Wealth Creation And Management, LLC maintains an average position compared to industry standards. The firm's compensation structure is diverse, encompassing various types, such as a percentage of assets under...
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Assets Under Mgmt

$183.75M

Investment Professionals

2

Locations

1

% 401K & Individual

27%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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