Key facts
- CALIFORNIA FINANCIAL ADVISORS is a other based in SAN RAMON, CA.
- CALIFORNIA FINANCIAL ADVISORS reports $7.9M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 110152- Regulatory AUM
- $7.9M
- Private fund assets
- —
- Private funds
- —
- Staff
- 14
- Registered office
- SAN RAMON, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CALIFORNIA FINANCIAL ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CALIFORNIA FINANCIAL ADVISORS's AUM?
- CALIFORNIA FINANCIAL ADVISORS manages approximately $7.9M in assets.