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Fermata Advisors LLC

EST. AUM
$1,009,549,046

CONTACTS
1

CLIENT ACCOUNTS
3,879

Firm Details

Metro area Sacramento
CRD Number 305614
Website fermatallc.com
Client types

Overview

Rich Financial offers financial planning and investment management services customized to meet individual client needs. The firm develops strategies based on each client’s goals, with a focus on fostering financial stability and long-term planning. It emphasizes building client relationships as a core aspect of its approach.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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