CRD: 153249
IN Touch Financial Services
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-29-2010
- Office Locations
- 1
Office Locations
About IN Touch Financial Services
In Touch Financial Services is a boutique Oakland, CA firm serving individuals and small businesses with investment advisory, portfolio management, and personalized financial planning across life stages (college, retirement). The firm also pairs wealth advice with in-house residential real estate and mortgage lending support, helping clients integrate major housing decisions with their broader financial plan. Investment implementation includes significant use of ETFs; custody includes LPL Financial.
Reported data analysis
What the numbers show
Of the latest reported AUM, 2.3% is discretionary and 97.7% is non-discretionary.
The firm reports 2 advisory representatives and 302 clients, or 151 clients per representative. That equates to $289.9K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on January 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
VANESSA A DONAVILLE
Investment Advisor Representative
- CRD
- #2286105
- Ownership
- 75% or more
Patricia Hall
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $85,540,000 | -- |
| Total | $87,540,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
IN Touch Financial Services has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.