ALDERS FINANCIAL SOLUTIONS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
5

Firm details

Headquarters
NOVATO, California
CRD number
308385
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPension Consulting

Firm profile

FINTRX

Overview

Alders Financial Solutions is operated as a sole proprietorship under individual ownership and is classified in available records as unclassified. The firm functions primarily as a registered representative of a broker-dealer and as an insurance broker while also providing advisory services focused on financial planning and pension consulting. Its client-facing fee model is built around hourly charges and fixed fees rather than asset-based recurring advisory fees. Public filings do not include an SEC registration year, and the firm is not identified as a multi-state adviser, capital allocator, or related adviser. The firm is not flagged as an active ESG investor in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • DONNA ZERMENO

    Chief Operations OfficerCRD 4034476

Contacts

3 of 4
  • LOUIS BATMALE

    Principal and OwnerCRD 4072017

  • GEORGE CRAIG

    Financial AdvisorCRD 3261948

  • LAUREN PATTERSON

    Financial AdvisorCRD 5441618

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NOVATO, CA

MARIN

Location

NOVATO, CA

Headquartered in NOVATO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
1701 Novato Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth