Bordeaux Wealth Advisors Company Profile, Contacts & Intelligence

Financial Services1550 El Camino Real10 employees
3 contacts with email or phone data3 with email data
View verified contacts Compare competitors
Employees
10
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
4
Mapped contact coverage

Bordeaux Wealth Advisors Overview

We are an independent investment advisory and wealth management firm located in Silicon Valley and Seattle. We manage the complexities that come from having significant wealth - including tax planning and strategies, managing concentrated stock positions, retirement planning, investment management, legacy and philanthropic planning and more. Our fiduciary model offers highly personalized service and attention in a transparent, fee-only environment.

Headquarters
1550 El Camino Real
Website
bordeauxadvisors.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Wealth Management Investment Advisor Tax Strategy Concentrated Stock Management Retirement Planning

Bordeaux Wealth Advisors Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data in the visible sample.
4 departments represented
Visible contacts with email or phone data are mapped to these departments.
7 company-domain emails
Visible contacts using Bordeaux Wealth Advisors's company email domain.
General
4
Executive
2
Finance
2
Sales
1

Bordeaux Wealth Advisors People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

N
Nick Casaccia, Cpa, Cfp®
Senior Wealth Advisor at Bordeaux
A
Adrian Galer
Finance and Operations Analyst
E
M
Maggie Liu
Wealth Advisor/asian Wealth Advisory
E
F
Fabian C. Garces, Cfa, Cfp®
Bordeaux Wealth Advisors
E

Bordeaux Wealth Advisors Workforce Composition

Seniority breakdown across 16 visible profiles.

Individual contributor
8
Associate / junior
4
Director
2
Senior / Lead
2

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