Decision Makers
Chief Investment Officer
Daniel Steven Kern is in charge of making important choices for Advisor Partners, Llc. E-mail: d****@fastmail.com, Phone: 14159890632 is available on SoftwareOfficial.
Managing Director
They supervise a firm's business operations, communicate with stakeholders, drive strategic company growth, and are responsible for the company's overall performance. E-mail: j****@lycos.com, Phone: 14154779977 is available on SoftwareOfficial.
Investment Operations And Client Service
They are the top-level leaders and usually review internal operations, develop future vision of the company and evaluate managers performance E-mail: d****@yahoo.com, Phone: 14159890632 is available on SoftwareOfficial.
Company Details
Last Update
Jul 13, 2022
Location
2175 N California Blvd, Walnut Creek, CA 94596
3675 Mt Diablo Blvd, Lafayette, CA 94549
Phone
(***) ***-9977
(***) ***-0632
Industry
Financial Services
Investment Advisory Services
Category
Financial Services
Investment Management
Specialties
Active Tax Indexing
Socially Responsibile portfolios
Managed Asset Allocation Programs (MAAP)
High Quality Dividend Yield portfolios
Founded
2001
Number of Employee
1-10 employees
NAICS
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
FAQs about decision-makers at Advisor Partners, LLC
In what address or location can the company be found nowadays?
Advisor Partners operates in Walnut Creek, California.
What are the industries connected with Advisor Partners?
The industries connected with the company Advisor Partners are.
What are the phones of Advisor Partners decision-makers?
The phones of the company Advisor Partners decision-makers are 14154779977, 14159890632 etc.
What are the names of the key decision-makers in Advisor Partners?
The decision-makers of the company are Joel Marcus, Daniel Steven Kern etc.
What are the specialties of the main decision-makers in Advisor Partners?
The professions of the company decision-makers are Chief Investment Officer or Managing Director etc.
What are special fields for Advisor Partners?
The special fields for Advisor Partners are Active Tax Indexing, Socially Responsibile portfolios, Managed Asset Allocation Programs (MAAP), and High Quality Dividend Yield portfolios