Business List: Investment Management Firms in Santa Cruz, CA, United States

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Sar Enterprises 783 Rio Del Mar Blvd Frnt, Aptos, CA 95003
83168xxxx0 bob@s*************.com
Edward Jones - Financial Advisor: Cheryl D Rebottaro 221 Mount Hermon Rd Ste F, Scotts Valley, CA 95066
83146xxxx1 a.j*********@e**********.com 5 1 216 8
Santa Cruz Investment Management 8044 Soquel Dr, Aptos, CA 95003 83168xxxx0
Canyon View Capital 331 Soquel Ave, Santa Cruz, CA 95062
83148xxxx5 amy@c****************.com 4.1 9
WI Investment Advisory Group, LLC 1535 Seabright Ave, Santa Cruz, CA 95062
83160xxxx3
Chamberlain Financial Planning & Wealth Management 125 Mission St, Santa Cruz, CA 95060
83160xxxx4 kin*****@g****.com 34
John Howard - Morgan Stanley 6004 La Madrona Dr, Santa Cruz, CA 95060
83144xxxx2 acm***********@m************.com
Westcliff Capital Management 200 7th Ave, Santa Cruz, CA 95062 83143xxxx7
U.S. Bancorp Investments - Financial Advisors: Santa Cruz 110 Morrissey Blvd, Santa Cruz, CA 95062
83168xxxx6 aar************@u*****.com
The Wedeen Hammer Locatelli Group - Morgan Stanley 6004 La Madrona Dr, Santa Cruz, CA 95060
83144xxxx0 acm***********@m************.com
Ohana Wealth Mangement 2901 Park Ave b1, Soquel, CA 95073
83121xxxx9 ali***@o********************.net 5 1
Burroughs Financial Services 133 Mission St Santa Cruz, CA 95060 83142xxxx0
Filiep P Sackx Financial Advisor 4113 Scotts Valley Dr Scotts Valley, CA 95066
83144xxxx4 fil***@f**********.com
Ameriprise Financial Advisors 2825 Porter St Ste B Soquel, CA 95073 83147xxxx7
Pacific Mountain Advisors Inc 5619 Scotts Valley Dr Ste 260, Scotts Valley, CA 95066 83170xxxx1
Capitola Village Real Estate 331 Capitola Ave Ste E, Capitola, CA 95010
83141xxxx4 ted@t*********.com
Edward Jones - Financial Advisor: Jeremy Geels 2121 41st Ave Ste 209 Capitola, CA 95010
83146xxxx2 a.j*********@e**********.com 33
Scharf Investments 5619 Scotts Valley Dr, Scotts Valley, CA 95066
83142xxxx3 aar**@s****************.com
Shapiro Steve 2425 Porter St Ste 15, Soquel, CA 95073 83146xxxx8
Edward Jones - Financial Advisor: Jeremy Geels, CFP® 2121 41st Avenue, Suite 207, Capitola, CA 95010
83146xxxx2 a.j*********@e**********.com
Edward Jones - Financial Advisor: Kris A Schilperoort 1414 Soquel Ave Ste 107 Santa Cruz, CA 95062
83146xxxx8 a.j*********@e**********.com
Natural Bridges Financial Advisors 627 Center St, Santa Cruz, CA 95060
83142xxxx0 ana***@n***************.com 5 3 23
Wildflower Financial 120 Church St, Santa Cruz, CA 95060
83185xxxx1 jen*************@w******************.com
Colton Investment Management 108 Coldbrook Ln, Soquel, CA 95073 83147xxxx7
Dovetail Financial 912 Capitola Ave Ste 23 Capitola, CA 95010
91746xxxx6
Modern Woodmen of America 230 Mt Hermon Rd Ste 212 Scotts Valley, CA 95066
83160xxxx1 aar**********@m*************.org 5 1
Petrinovich Pugh & Company Llp 740 Front St Ste 365, Santa Cruz, CA 95060
40828xxxx1 aba***@p******.com 5 1 5159 22
Norris Fiduciary Services Scotts Valley, CA 95066
40829xxxx0 nan**@n**************.net 5 1
Sail Crowdfunding & Community Capital
80299xxxx6 bus**********@c*****************.com
Nexus Wealth Advisors 365-B Lake Ave Santa Cruz, CA 95062
83147xxxx0 12 5 4
Beach House Wealth Management 521 Capitola Ave, Capitola, CA 95010
83142xxxx0 inf*@b***************.com
Beacon Pointe Advisors 365 Lake Ave B, Santa Cruz, CA 95062
83147xxxx0 aba*****@b***********.com 5 1 225 36
Foothill Securities Santa Cruz, CA 95060 83145xxxx2
HarborLight Investments 180 7th Ave Suite 204, Santa Cruz, CA 95062
83129xxxx3 inf*@h*********************.com 5 8
Prudential Financial 4444 Scotts Valley Dr Ste 8a, Scotts Valley, CA 95066 83143xxxx5
Morgan Stanley Wealth Management 6004 La Madrona Dr, Scotts Valley, CA 95060 83144xxxx0 acm***********@m************.com 3.5 2
Edward Jones - Financial Advisor: Mike Herlevi 9055 Soquel Dr Ste D, Aptos, CA 95003 83166xxxx5
Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services 125 Water St Ste A-3, Santa Cruz, CA 95060
83145xxxx5 dns*****@a***.com
Lisa Rosenau - Ameriprise Financial Services 125 Water St Ste A-3 Santa Cruz, CA 95060
83145xxxx5 dns*****@a***.com
Niemann Capital Management Inc 512 Capitola Ave, Capitola, CA 95010
83146xxxx3 aar****@n**.com
Chamberlain Financial Planning & Wealth Management 125 Mission St #3, Santa Cruz, CA 95060 83142xxxx0 ant****@c************.com 5 1
Edward Jones - Financial Advisor: Ryan D Bennett 819 Bay Ave Ste B Capitola, CA 95010
83147xxxx6 a.j*********@e**********.com 5 3 84482
Alta Investment Group 104 Lamanda Dr, Aptos, CA 95003 83168xxxx0 5 1
Westcliff Capital Management Santa Cruz, CA 95060 83147xxxx2
Morgan Stanley 6004 La Madrona Dr, Scotts Valley, CA 95060
83144xxxx0 acm***********@m************.com 3.5 2
Amaral Financial Planning San Jose, CA 95123
40879xxxx9 ama*********@p*********.is 5 44
Edward Jones - Financial Advisor: Aaron E Brandt 6630 Hwy 9 Ste 102 Felton, CA 95018
83133xxxx8 a.j*********@e**********.com 3
Led Green Power 1310 Escalona Dr Santa Cruz, CA 95060 83142xxxx2
James Gahagan - Prudential Financial 590 Pineridge Rd, Santa Cruz, CA 95060
83142xxxx0 a.w*****@p*********.com 559758
Charles Schwab 2407 Porter St Ste 100 Soquel, CA 95073
83146xxxx0 ej.********@s*****.com 3.6 10
Austin Financial Group 2840 Park Ave Ste A Soquel, CA 95073 83146xxxx0 1 1
Asset Planning & Management 3385 Samuel Pl, Santa Cruz, CA 95062 83172xxxx0
Edward Jones - Financial Advisor: Marcus Poteete 1414 Soquel Ave, Santa Cruz, CA 95062
83146xxxx8 a.j*********@e**********.com
Greta Tseng - BQ Realty 3080 Olcott St Ste D232 Santa Clara, CA 95054
51076xxxx5 aar********@g****.com
Edward Jones - Financial Advisor: Ivor Thomas 5403 Scotts Valley Dr Ste C Scotts Valley, CA 95066
83143xxxx8 a.j*********@e**********.com 5 1
Erik Hanson - Morgan Stanley 6004 La Madrona Dr, Santa Cruz, CA 95060
83144xxxx7 acm***********@m************.com
Edward Jones - Financial Advisor: Alan R Gale 5403 Scotts Valley Dr Ste C, Scotts Valley, CA 95066 83143xxxx8
Springwater Wealth Management, LLC 740 Front St #200, Santa Cruz, CA 95060
88899xxxx6 jim********@s****************.com 241 2
Bizzack Wealth Advisory Group - Ameriprise Financial Services 125 Water St Ste A-3, Santa Cruz, CA 95060
83145xxxx5 ann***********@a***.com
Alta Investment Group 9055 Soquel Dr Ste H, Aptos, CA 95003
83168xxxx0 cki*@e************.com
Melrose Building & Investment 229 Encinal St, Santa Cruz, CA 95060 83142xxxx8
Money Concepts Financial Planning Centre 1840 41st Ave Ste 202 Capitola, CA 95010
83147xxxx2 a@m************.com
Sterling Pacific Financial 1205 Freedom Blvd Ste 2, Watsonville, CA 95076
83178xxxx0 ant************@s*******.com 1500
Springwater Wealth Management 615 Water St Santa Cruz, CA 95060
88899xxxx6 jim********@s****************.com
Edward Jones - Financial Advisor: Mike Herlevi 2121 41st Ave Ste 209, Capitola, CA 95010
83146xxxx2 acc**********@e**********.com 87384 100000
Tedrowe Realty & Investments 125 Jewell St Santa Cruz, CA 95060
83142xxxx0 loa**@t**************************.com
Palo Alto Investment Co 318 Morrissey Blvd, Santa Cruz, CA 95062
83145xxxx9 bsc*******@p***********.com
LPL Financial Santa Cruz, CA 95060
83142xxxx0 dav***********@l**.com 5 1
Morgan Stanley Financial Advisors 6004 La Madrona Dr, Santa Cruz, CA 95060
83144xxxx0 acm***********@m************.com 3.5 2
Jim Bargetto Wealth Advisor - Morgan Stanley 6004 La Madrona Dr, Santa Cruz, CA 95060
83144xxxx7 acm***********@m************.com
Wynn Capital Management 101 Cooper St, Santa Cruz, CA 95060
83133xxxx7 ama****@w**********.com
In3 Finance 181 Pajaro Cir, Freedom, CA 95019
83176xxxx0 app**@i*********.com 5
Stiles-Strudley - Raymond James 2121 41st Ave Ste 206, Capitola, CA 95010
83146xxxx6 aar************@r***********.com
C J Investment Services Santa Cruz, CA 95060 83146xxxx5
Croxall Capital Planning 9 Seascape Vlg, Aptos, CA 95003
83166xxxx6 sor**********@l**.com 3
Act Two Investors LLC
83122xxxx5
Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™ 1414 Soquel Ave #107, Santa Cruz, CA 95062
83146xxxx8 a.j*********@e**********.com 84482
PMI Santa Cruz 410 May Ave STE 1, Santa Cruz, CA 95060
83147xxxx8 amy@p***********.com 4.4 32
Business Consultants 5619 Scotts Valley Dr Ste 220, Scotts Valley, CA 95066
83143xxxx6 adm**@s***********.net 5 1
Maven Management 15 E Main St, Los Gatos, CA 95030
40840xxxx3 bri***@m******.com 4.3 18 34 4 33