Mirador Capital Partners, a reputable local investment advisory firm based out of Pleasanton, CA, caters to a diverse clientele of over 360 individual clients. With a strong track record of managing assets, they oversee an impressive $620,627,000 in assets under management. Boasting two offices, Mirador Capital Partners offers personalized investment solutions to meet the unique financial goals of their clients.
While 401K and individual accounts make up less than 30% of their assets under management, Mirador Capital Partners possesses the expertise and capabilities to effectively handle employer funds. Notably, all the assets th...
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Assets Under Mgmt
$620.63M
Investment Professionals
7
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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