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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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