Mirador Capital Partners
Firm details
- Headquarters
- Pleasanton, California
- CRD number
- 173764
- Registered since
- November 21, 2014
- Website
- www.miradorcp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI83.39%
- Individuals11.18%
- Pension & Profit Sharing Plans2.86%
- Corporations / Businesses1.65%
- Charitable Organizations0.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Mirador Capital Partners is an independent RIA organized as a limited partnership and registered with the SEC in 2014. The firm serves both individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Its fee model is flexible and includes percentage-of-AUM fees, hourly and fixed fees, and performance-based arrangements. Mirador does not self-identify as an active ESG investor. The firm received recognition from FA Magazine in 2020 as a Top RIA Firm. Ownership is a combination of a domestic entity and an individual, and Mirador is not structured as a multi-state adviser or a related adviser to another registered manager.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents9%
- Non-Exchange Traded Equities5%
Owners & executives
2 of 2
Don Garman
Founder & CIOCRD 2315281
Audrey Glafkides
Chief Operating OfficerCRD 5615647
Contacts
3 of 7
Joseph Garcia
First Vice President, Wealth Management AdvisorCRD 2423093
Daniel Murray
PrincipalCRD 2830992
Asha Culhane-Husain
Financial Planning AssociateCRD 8190508
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$198M in ETFs
99%
$196M
1%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF (BSJQ) | Invesco | Passive | High Yield Bond | $74.7M | 3,225,071 | 37.69% |
Location
Pleasanton, CA
Alameda
Location
Pleasanton, CA
Headquartered in Pleasanton, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 6700 Koll Center Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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