Bordeaux Wealth Advisors

EST. AUM
$5,644,003,340

CONTACTS
1

CLIENT ACCOUNTS
340

Firm Details

Metro area San Francisco
CRD Number 287758
Website bordeauxwealthadvisors.com
Client types

Overview

Bordeaux Wealth Advisors, in Menlo Park, is an RIA with about $4 billion in assets. Bordeaux leverages Mercer Investment Research for their ratings on managers. So, that would be the first step in their initial due diligence process.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Bordeaux Wealth Advisors

Platform Details

Investment Preferences

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