Business List: Institutional Investor in San Jose, CA, United States

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews
Citibank	1303 S Mary Ave Sunnyvale, CA 94087	40882xxxx4	abb********@c*.com	4.1	28	3.4	25
SJSU Financial Management Association	Business Tower Office No. 850, One Washington Square, San Jose, CA 95192	40892xxxx0	a.p*@s****.com
United Planners Financial Services	3150 Almaden Expy, San Jose, CA 95118	40826xxxx6
The Foreman-MacQuarrie Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx5	acm*********@m**********.com
The Matthews Oliver Group - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	16502xxxxx2	abc*****@u.com
WisdomSource Wealth Advisory Group - Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx3	dns***@a*.com
Merrill Lynch Financial Advisor Paul J Lukas	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx5	ale********@m.com	3	2
RBC Wealth Management Branch - San Jose	99 S Almaden Blvd Suite 300, San Jose, CA 95113	40829xxxx2		5	2
Citibank	19300 Stevens Creek Blvd Cupertino, CA 95014	40856xxxx8	abb********@c*.com			1.7	32
Citibank	2500 Pruneridge Ave Santa Clara, CA 95050	40821xxxx9	abb********@c*.com			2.5	36
Global Financial Impact	5687 Silver Creek Valley Rd #65, San Jose, CA 95138		inf@g*******************.com	4.8	143
Meraz Real Estate Group - Keller Williams	760 Camino Ramon Ste 200 Danville, CA 94526	51070xxxx9
First Republic Bank - Temp. CLOSED	2275 El Camino Real Palo Alto, CA 94306	65032xxxx3	aar****@f**********.com	4	9	4.2	24
Linqto	101 Metro Dr #335, San Jose, CA 95110		ada@l****.com	3	6			15387		15000
Kessler Financial Services	45 E Julian St, San Jose, CA 95112	40824xxxx6	ade**********@k****.com
Grace Keng - Keller William Silicon City	2520 Mission College Blvd Ste 102 Santa Clara, CA 95054	40879xxxx7				3.5	16
Sierra Pacific Wealth Management	11121 Chula Vista Ave, San Jose, CA 95127	40821xxxx7	ben*****@s************.com
Prudential Financial Technology Development Center	1731 Technology Dr #600, San Jose, CA 95110	40875xxxx6	aar*****************@p*******.com
Online Trading Academy	1798 Technology Dr Ste 152 San Jose, CA 95110	40853xxxx0	a.g**@t***********.com			3	75
Joan Laguatan	3701 Sacramento St San Francisco, CA 94118	41560xxxx4	joa@c***************.com	5	3	5	17
Enterprise Trust & Investment	15425 Los Gatos Blvd # 150, Los Gatos, CA 95032	40835xxxx1	ent*****@e*************.com	5	1
Merrill Lynch Financial Advisor Martin Hsu	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx0	ann*******@m.com
Osborne Partners Capital Management	545 Middlefield Rd Ste 165 Menlo Park, CA 94025	65085xxxx0	aar**@o************.com
Maria Afzal Real Estate Group	467 1st St Ste 200 Los Altos Hills, CA 94022	65056xxxx3	MAR@M*******.COM	4.9	9
Charles Schwab	19620 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40844xxxx0	app*****************@s***.com			2.5	12
Citibank	15879 Los Gatos Blvd Los Gatos, CA 95032	40850xxxx2	abb********@c*.com	2.7	16	2.3	23
Citibank	3510 Leigh Ave San Jose, CA 95124	40860xxxx1	abb********@c*.com	2.6	14	2	22
Quetzalcoatl Financial Research Institute	473 N 13th St, San Jose, CA 95112	40829xxxx1
Lobel Financial Corp	4300 Stevens Creek Blvd Ste 155, San Jose, CA 95129	40855xxxx5	aal**@l***********.com	1.1	38
Foster Weeks	232 Townsend St San Francisco, CA 94107	41534xxxx5	inf@g***************.com			5	16	1516	18	1500
Capital V Group	10080 N Wolfe Rd SW3-200, Cupertino, CA 95014	40872xxxx2	arv*****@l.com	5	1
Land Casa Financial	1000 S White Rd, San Jose, CA 95127	40849xxxx7
Fidelity Investments	251 University Ave Palo Alto, CA 94309	65032xxxx1	a61**@f*****.com			2	40	330807		355000
Int'l Multicultural Education Group Inc.	4781 Mountaire Ct, San Jose, CA 95138	40823xxxx8
First Pacific Real Estate	603 Carlsbad St, Milpitas, CA 95035	40831xxxx3				5	7
McCarthy Asset Management Inc	3 Lagoon Dr, Ste 155, Redwood City, CA 94065	65059xxxx1	ant**@m**********.com
Citibank	1310 El Paseo De Saratoga San Jose, CA 95130	40868xxxx1	abb********@c*.com	3.9	16	1.7	28
o2 Mortgage	900 E Hamilton Ave Ste 100 Campbell, CA 95008	40861xxxx0	cha**@o**.com			5	283
RJ Intero Real Estate Services	2110 Story Rd, Ste 100, San Jose, CA 95122	40866xxxx5
Citibank	3490 Stevens Creek Blvd San Jose, CA 95117	40821xxxx6	abb********@c*.com	2.4	14	2	22
Pacific Bay Financial	333 Gellert Blvd Ste 114 Daly City, CA 94015	41524xxxx0	kxx**********@p****************.com	5	7	4.7	46
Urban Catalyst	99 S Almaden Blvd Suite 500, San Jose, CA 95113	40862xxxx3	aac***@u**********.com
Susan Merani - Keller Williams Realty	2110 S Bascom Av Ste 101 Campbell, CA 95008	40834xxxx6	leg*@k.com			5	11
Sequoia Wealth Advisors and Invesment Management, Inc.	99 S Almaden Blvd #925, San Jose, CA 95113	40864xxxx0	nn@s********.com	5	2			258	4	270
Citibank	200 W Taylor St San Jose, CA 95110	40821xxxx7	adr**********@c*.com	3.1	29	2.4	19
Allison Akana - Intero Real Estate	200 Park Blvd Burlingame, CA 94010	65053xxxx0	all**@a**.net			5	6
Merrill Edge	2650 Berryessa Rd #179, San Jose, CA 95132	40867xxxx2	abu@b**********.com
Citibank	608 San Antonio Rd Mountain View, CA 94040	65020xxxx3	abb********@c*.com			1.8	35
Sage Point Financial	4950 Hamilton Ave, San Jose, CA 95130	40837xxxx7	dom**@a*********.com						28	3600
Citibank	250 University Ave Palo Alto, CA 94301	65035xxxx5	abb********@c*.com	3.4	16	1.4	37
Meriwest Wealth Advisors	5615 Chesbro Ave, San Jose, CA 95123	40886xxxx2	ace*****@m*****.com							3700
Corinthian Wealth Management	1625 The Alameda UNIT 308, San Jose, CA 95126	40899xxxx5	c18***************************@s***.wixpress					22		24
Fidelity Investments	398 West El Camino Real, Suite 102, Sunnyvale, CA 94087	18003xxxxx3	a61**@f*****.com	3.9	23			324941		345000
Ken Aspell, Realtor	2282 Market St, San Francisco, CA 94114	41531xxxx9
Citibank	1800 Decoto Rd Union City, CA 94587	51040xxxx7	abb********@c*.com	3.3	20	2.1	30
Edward Jones	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4	a.j*******@e********.com					88103		101000	5	5
Carneghi-Nakasako & Associates	1550 The Alameda Suite 210 San Jose, CA 95126	40853xxxx0	bra@c**********.com			5	1
IPX1031 - Investment Property Exchange Services, Inc.	1735 Technology Dr #830, San Jose, CA 95110	41529xxxx1	a.c@i******.com	5	12
Silicon Valley Securities, Inc.	4880 Stevens Creek Blvd., San Jose, CA 95129	40824xxxx1
Just Global	1525 McCarthy Blvd, Milpitas, CA 95035	40879xxxx9	inf@j********.net			4.9	34			102
Chao Capital	39899 Balentine Dr Ste 200 - 1010 Newark, CA 94560	51090xxxx4
Saratoga Research & Investment	14471 Big Basin Wy e, Saratoga, CA 95070	40874xxxx0	ada@s*********.com
Citibank	2189 Quimby Rd San Jose, CA 95122	40860xxxx0	abb********@c*.com	3.2	24	1.9	39
Irma Quinones	1334 The Alameda, San Jose, CA 95126	40821xxxx9
Citibank	1096 Blossom Hill Rd San Jose, CA 95123	40876xxxx1	abb********@c*.com	3.9	24	2.4	34
Merrill Lynch Financial Advisor Steven C Nieto	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx1	ale********@m.com
Institute For Private Investors	88 Kearny St Ste 750 San Francisco, CA 94108	41593xxxx0	aw@m*********.net
Fidelity Investments	851 East Hamilton Avenue, Suite 100, Campbell, CA 95008	18005xxxxx0	a61**@f*****.com	4	26			329208		353000
The Fernandez Group Investment Company		88889xxxx6	ant*@t**************.com	5	2
Todd Wiley & Kim Wiley - Compass	891 Beach St San Francisco, CA 94109	41531xxxx8	to@s************************.com	5	56	5	57
Excel Financial	1302 Lincoln Ave, San Jose, CA 95125	40856xxxx7	adm@e*****.com								5	1
Legacy Wealth Advisors, LLC	2001 Gateway Pl Ste 600W, San Jose, CA 95110	40845xxxx0	inf@l****.com
Essex Property Trust	1100 Park Pl Ste 200 San Mateo, CA 94403	65065xxxx0	aan*@e****************.com			1.6	143
Joseph R Sanchez - Keller Williams Bay Area Estates	16780 Lark Ave Los Gatos, CA 95032	40859xxxx2	jos**********@k.com	5	11	5	10
Wiz Investments	806 Portwalk Pl Redwood City, CA 94065	91860xxxx4	adm@w***********.com
Michael Glantz - Thrivent	2021 The Alameda Ste 140, San Jose, CA 95126	40821xxxx4	ada****@t*****.com							116
Citibank	951 Edgewater Blvd Foster City, CA 94404	65051xxxx8	abb********@c*.com	4.4	11	2	23
Harryz Homez	72 N 27th St, San Jose, CA 95116	40827xxxx4
David Bergman Real Estate	496 First St Ste 200 Los Altos, CA 94022	65094xxxx0	ang*@a**********.com			5	5	1439		1400
Vander Zwaag Financial, Inc.	3880 S Bascom Ave #210, San Jose, CA 95124	40854xxxx0
Brett Jennings Real Estate Experts	910 E Hamilton Ave Ste 130 Campbell, CA 95008	40880xxxx1	Aar@t***********.com	4.9	125	4.6	56
Transitions Wealth Advisors	1100 Lincoln Ave #241, San Jose, CA 95125	40835xxxx2	jsm*@t**********************.com	5	1
Happy Realty	1245 S Winchester Blvd, San Jose, CA 95128	40886xxxx2	che@h*********.org
CJ International Service	1418 Main Entrance Dr, San Jose, CA 95131	40880xxxx9	aas@c*************.com
Ruby Lin - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	65060xxxx1	blu******@r.com
Avidbank [Corporate Headquarters]	1732 N First St 6th floor, San Jose, CA 95112	40820xxxx0	a@a*******.com	3.7	3
Marblestone Funding	39887 Paseo Padre Pkwy Fremont, CA 94538	51091xxxx0				1	1
Citibank	10 Almaden Blvd Ste 100 San Jose, CA 95113	40821xxxx8	abb********@c*.com			2.3	25
The Dwyer Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	83144xxxx7	acc********@m**********.com
Cetera Investors	2025 Gateway Pl #420, San Jose, CA 95110	40845xxxx0	ale******@c************.com	1	2
Global Wealth Partners	560 S Winchester Blvd, San Jose, CA 95128	40823xxxx0	ana*@g********************.com		12					35
Fisher Investments	1450 Fashion Island Blvd, San Mateo, CA 94404	16504xxxxx6	a@f****************.com	5	2			161231	608	158000
Firsthand Capital Management	150 S Almaden Blvd, San Jose, CA 95113	40829xxxx0	inf@f**************.com	1	1
Tina C Wong - Trust Real Estate	109 El Camino Real, San Bruno, CA 94066	65091xxxx3	1d1***********************************@w***************.com			5	2
Citibank	130 Main St Los Altos, CA 94022	65049xxxx5	abb********@c*.com	4.6	9	2.7	13
Dimitar Kotov - Ameriprise Financial Services	1999 S Bascom Ave Ste 1060 Campbell, CA 95008	40887xxxx7	dim**********@a*.com			1.7	12
Worldwide Investments & Services Corp - CLOSED	1506 Wheatley Pl, San Jose, CA 95121	40823xxxx9
Lupa Investors	280 Barnard Ave, San Jose, CA 95125	40829xxxx4	ang***@c*******.com
Raymond James Financial Services	1901 S Bascom Ave #1550, Campbell, CA 95008	40837xxxx4	aar**********@r*********.com
Davalos Financial Advisors of Raymond James	333 W San Carlos St # 1650, San Jose, CA 95110	40827xxxx4	aar**********@r*********.com
Concentrum Wealth Management	353 Piercy Rd, San Jose, CA 95138	40884xxxx0	gle******@c*************.com					153	3	146
Investy Financial Services	919 Story Rd #1200, San Jose, CA 95122	40885xxxx8	inf@i*******.com	5	20
Pacific Appraisers	5300 Soquel Ave Ste 104 Santa Cruz, CA 95062	83146xxxx8	ben@p****************.com			4.6	10	70
Silicon Valley Investment Group - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx1	abc*@u.com
Jane Longley-Martins	1250 San Carlos Ave Ste 101 San Carlos, CA 94070	65059xxxx2	jan@l*************.com			5	10
Citibank	12948 Saratoga Sunnyvale Rd Saratoga, CA 95070	40887xxxx6	abb********@c*.com			2.7	18
Bart Marchioni	Mountain View, CA 94043					5	9
Citibank	2401 El Camino Real Palo Alto, CA 94306	65035xxxx7	abb********@c*.com	2.5	17	2	13
Citibank	35106 Newark Blvd Newark, CA 94560	51024xxxx3	abb********@c*.com			2.2	17
Citibank	17085 Monterey St Morgan Hill, CA 95037	40846xxxx7	abb********@c*.com			2	25
GEO Apartments	44728 Old Warm Springs Blvd Fremont, CA 94538	51036xxxx0	lea**@l****************.com	4.4	30	5	1
Accents Home Interiors & Staging	3742 Castro Valley Blvd Castro Valley, CA 94546	51020xxxx9	kim***@a***************.com			5	2
Brenda Avilla-Kintz - Realty One Group American	42820 Albrae St, Fremont, CA 94538	40882xxxx0	avi***@c***************.com			5	2
Accion Opportunity Fund	111 W St John St # 800, San Jose, CA 95113	40829xxxx4	bpi**@a***.org	3.7	64
B P Financial Service	3710 Stevens Creek Blvd, San Jose, CA 95117	40831xxxx6		4.1	20
Liquid Equity Partners	5706 Cahalan Ave Ste 23891 San Jose, CA 95123	40891xxxx8	ben***@l*****.com
James Endo - Endo Real Estate Group	16780-A Lark Ave Los Gatos, CA 95032	40856xxxx1	aca********@k.com	5	13	3.2	9	2479	2	2400
Cambridge Investment Research	1754 Technology Dr STE 133, San Jose, CA 95110	40897xxxx0	bra*******@s**.com
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	48
Liz Williams-Itterly - Compass Real Estate	12772 Saratoga/Sunnyvale Rd Ste 1000 Saratoga, CA 95070	40891xxxx3				5	18
Thomas T Nguyen -RE/MAX	301 Junipero Serrra Blvd Ste 230 San Francisco, CA 94127	41579xxxx8	cbu**@r**.com			5	3
FIG Capital	1091 Lincoln Ave, San Jose, CA 95125	40829xxxx0	dhc***@f*******.com	5	2
Fornine Investment Co	2377 Senter Rd, San Jose, CA 95112	40829xxxx5
Citibank	43804 Christy St Fremont, CA 94538	51077xxxx3	abb********@c*.com	4.1	7	2.4	25
Citibank	5 N Milpitas Blvd Milpitas, CA 95035	40892xxxx4	abb********@c*.com	2.8	46	1.9	57
Citibank F S B	796 Laurel St San Carlos, CA 94070	65083xxxx4				3.2	28
Marylou Maggetti- Intero Real Estate	496 1st St Ste 200 Los Altos, CA 94022	40837xxxx1	joe@j*********.com			5	1			1900
Kathleen Hall - Compass	900 Main St Pleasanton, CA 94566	51075xxxx3	aar@c****.com			5	6
JTC Group	99 N Almaden Blvd #875, San Jose, CA 95113	80033xxxx1	jtc@j*******.com					5756	47	5900
Amar Realtor	505 Hamilton Ave Ste 100 Palo Alto, CA 94301	65043xxxx8	ama@k.com	4.9	190	4.9	218
Five Star Property Management	201 Spear St, Ste 1100 - 3256 San Francisco, CA 94105	65043xxxx6	bdm@g***********.com			2.9	49
Citibank	2830 Alum Rock Ave San Jose, CA 95127	40845xxxx5	abb********@c*.com	2.7	23	2.2	23
Liberty First Financial	2875 Moorpark Ave Ste 100, San Jose, CA 95128	40861xxxx0	inf@l**********.com
American Century Investments	1665 Charleston Rd Mountain View, CA 94043	65096xxxx3				1.5	4
Investment House LLC	1515 Lincoln Ave, San Jose, CA 95125	40828xxxx3	joa*@y****************.com
Global Wealth Partners, Inc.	1764 The Alameda, San Jose, CA 95126	40823xxxx0	ama**@g********************.com	5	1					35
The Grizzly Bull LP	1080 Minnesota Ave, San Jose, CA 95125	40832xxxx4
Council Financial & Insurance Services	425 Market St Ste 1600 San Francisco, CA 94105	92587xxxx2	her@c**************.com			5	68			107
Invesmart	55 Almaden Blvd, San Jose, CA 95113	40896xxxx0
Fidelity Investments	2580 West El Camino Real, Suite 9, Mountain View, CA 94040	18003xxxxx5	a61**@f*****.com	3.3	15			330764		354000
Fidelity Investments	4160 North First Street, San Jose, CA 95134	18005xxxxx9	a61**@f*****.com	2.9	22			329208		353000
Early Growth Financial Services	2033 Gateway Pl 5th floor, San Jose, CA 95110	41523xxxx7	ada**@e*************************.com	2.3	3					515
Wealth Cairn - An Investor Coaching Company	910 E Hamilton Ave #150, Campbell, CA 95008	40852xxxx8	c18***************************@s***.wixpress	5	30			237		234
Hillis Financial SVC	333 W Santa Clara St Ste 604, San Jose, CA 95113	40828xxxx1
Wellspring Consulting Group	2635 N First St #201, San Jose, CA 95134	40894xxxx2	ape@w*********.com	5	2
Leonora Cruz	1712 Meridian Ave, San Jose, CA 95125	40820xxxx4	leo**@l********.com
Doug Goss - The Goss Real Estate Group - KW Bay Area Estates	16780 Lark Ave Ste A Los Gatos, CA 95032	40823xxxx7	mar****@l**.com			5	16	4445	24	4900
Fred Lodin - Alliance Bay Realty	37600 Central Ct Newark, CA 94560	51036xxxx5	aar*@z***.com			4.8	5
*ETRADE - Temp. CLOSED**	124 University Ave Palo Alto, CA 94301	86678xxxx5	adv**********@e***.com			1.6	22	166071		170000
Maggie Guo - Compass	1377 El Camino Real Ste 150 Menlo Park, CA 94025	40883xxxx6	ana*@g**.com			5	20
UBS Institutional Consulting - Menlo Park Team - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx8	abc*****@u.com
Amerimac Cal-West Financial	1038 Leigh Ave Ste 218 San Jose, CA 95126	40881xxxx0	chr@a*****.com			4.4	8
Nature Insurance Agency	2162 Ringwood Ave, San Jose, CA 95131	40832xxxx8
Caravel Investments Inc	3221 Stevens Creek Blvd, San Jose, CA 95117	40824xxxx7
Citibank	46801 Warm Springs Blvd Fremont, CA 94539	51027xxxx2	abb********@c*.com	2.6	16	2.9	25
Pegasus Tech Ventures	2680 N First St #250, San Jose, CA 95134	40864xxxx2	c18***************************@s***.wixpress	5	4
Rosie Poliquin	Gilroy, CA 95020	40860xxxx0	ROS@R**********.COM			5	2
Citibank	6079 Meridian Ave San Jose, CA 95120	40876xxxx0	abb********@c*.com	3.9	7	2.6	5
Victor Adint - Raymond James	229 W Main St, Los Gatos, CA 95030	40840xxxx9	aar**********@r*********.com					17003
Tuan D Tran	111 N Market St, Ste 300 San Jose, CA 95113	40889xxxx9	060***********************************@w***************.com			4.9	88
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77	2847	28	2900
FFG Investment Financial	5509 Bobbywood Ave, San Jose, CA 95124	40889xxxx4
Fidelity Investments	434 N. Santa Cruz Avenue, Los Gatos, CA 95030	18005xxxxx4	a61**@f*****.com	3.8	4			324941		345000
Citibank	3755 El Camino Real Santa Clara, CA 95051	40856xxxx9	abb********@c*.com	2.8	25	2	41
Beacon Pointe Advisors	50 W San Fernando St Suite 405, San Jose, CA 95113	40855xxxx0	3d@b***********.com					220	36