ETZLER FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- RED BLUFF, California
- CRD number
- 134022
- Website
- www.etzlerfinancial.com
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Etzler Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and bills on fixed-fee and hourly arrangements rather than asset-based ongoing fees. Its ADV lists core services as financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1MATTHEW ETZLER
Founder and Managing MemberCRD 1283701
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RED BLUFF, CA
TEHAMA
Location
RED BLUFF, CA
Headquartered in RED BLUFF, CA, anchoring the Redding-Red Bluff, CA metro in the West.
- Metro area
- Redding-Red Bluff, CA
- Region
- West
- County
- TEHAMA
- Address
- 641 Main St
- Time zone
- PT (UTC-8)
- Office locations
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