Los Gatos Financial LLC
Firm details
- Headquarters
- Los Gatos, California
- CRD number
- 329966
- Website
- www.losgatosfinancial.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Los Gatos Financial LLC is organized as a limited liability company under individual ownership and is registered as an adviser that provides financial planning services. The firm reports a non-AUM-focused fee structure, charging clients on an hourly or fixed-fee basis rather than collecting investment-management fees tied to assets. The record indicates it is not an active ESG investor, not a multi-state adviser, and is not classified as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Richard Rifredi
Investment Advisor RepresentativeCRD 7868984
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Gatos, CA
Santa Clara
Location
Los Gatos, CA
Headquartered in Los Gatos, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 236 N Santa Cruz Ave
- Time zone
- PT (UTC-8)
- Office locations
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