Bordeaux Wealth Advisors

Bordeaux Wealth Advisors

Financial Services, 1550 El Camino Real Ste 100, Menlo Park, California, 94025, United States, 11-50 Employees

bordeauxwealthadvisors.com

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phone no Phone Number: 16*********

Who is BORDEAUX WEALTH ADVISORS

We are an independent investment advisory and wealth management firm located in Californias Silicon Valley. Our senior advisors and professionals have spent decades serving individuals an...

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  • 1550 El Camino Real Ste 100, Menlo Park, California, 94025, United States Headquarters: 1550 El Camino Real Ste 100, Menlo Park, California, 94025, United States
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Million to $5 Million

industries-icon Industry: Financial Services

SIC SIC Code: 6211 | NAICS Code: 52 | Show More

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Bordeaux Wealth Advisors Org Chart and Mapping

Employees

Maggie Liu

Wealth Advisor/Director of Asian Wealth Advisory

Adrian Galer

Finance and Operations Analyst

Tom Myers

CEO, Managing Partner, and Senior Wealth Advisor

Lane Hustead

Wealth Management Associate

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Frequently Asked Questions Regarding Bordeaux Wealth Advisors

Answer: Bordeaux Wealth Advisors's headquarters are located at 1550 El Camino Real Ste 100, Menlo Park, California, 94025, United States

Answer: Bordeaux Wealth Advisors's phone number is 16*********

Answer: Bordeaux Wealth Advisors's official website is https://bordeauxwealthadvisors.com

Answer: Bordeaux Wealth Advisors's revenue is $1 Million to $5 Million

Answer: Bordeaux Wealth Advisors's SIC: 6211

Answer: Bordeaux Wealth Advisors's NAICS: 52

Answer: Bordeaux Wealth Advisors has 11-50 employees

Answer: Bordeaux Wealth Advisors is in Financial Services

Answer: Bordeaux Wealth Advisors contact info: Phone number: 16********* Website: https://bordeauxwealthadvisors.com

Answer: We are an independent investment advisory and wealth management firm located in Californias Silicon Valley. Our senior advisors and professionals have spent decades serving individuals and families, and we have considerable experience managing the many complexities that wealth brings from providing comprehensive and customized solutions for growing, preserving and transferring wealth, along with highly personalized service and attention in an open and transparent environment.

Answer:

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