Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers investment management, financial planning, family office, and retirement plan advisory services. The brochure does not include a specific AUM fee schedule. Financial planning is offered as a separate service. Clients should inquire directly about specific fees for services.
Areas of Practice
Advisor Information
Office location
5 River Park Place West, Suite 205, Fresno, CA, 93720
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is a co-branded advisor representative of Laurel Wealth Advisors, operating under the DBA Strong Valley Wealth & Pension, LLC, dedicating full-time hours to this. He is also a licensed insurance agent selling fixed life and long-term care insurance and receives commissions; and an assistant wrestling coach at Clovis High School, spending about 10-20% of his time outside trading hours.