DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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Venture Capital
Petaluma, CA
We believe financial advice should be as personal as your story. We build a plan that moves with you, toward the life you are building.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built and rebuilt at most every 15 minutes.
Also named here, with no published line of their own (reach them through the firm): Beth Bosworth (Partner, Wealth Advisor, Head of Financial Planning), Brian McGunnigle (Director of Operations), Brad Bell (Financial Planning Associate), Benjamin Covar (Wealth Advisor), Bill Rackley (Wealth Advisor), Abegael Fleming (Director of Human Resources), Adam Bernstein (Partner, Investment Analyst), Alexandra Quitko Baranski (Wealth Advisor), Andrea Hamilton (Wealth Advisor), Andrew Bellak (Partner, Wealth Advisor), Andrew Dimaio (M&A Analyst), Anna Marie Grosso (Private Client Associate).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan