$1.1M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2019
- Office Locations
- 1
Office Locations
2507 Bedwany Dr. Pleasanton CA
About Pleasanton Wealth
Pleasanton Wealth is a Pleasanton-based RIA. The firm has been operating for 7 years. Managing $1.1M in total assets under management, They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
52 AVG AGE
-- AVG AUM / ADVISOR
$70.7K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
0 Advisory Reps
0 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
SAMAH SAMI NAGUIB
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5444828
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,060,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,060,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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