Bud
Mine

Mine & Arao Wealth Creation And Management, LLC

CRD#4485331
Investment Advisor
in Campbell, CA

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About this Advisor

Bud Mine is a financial advisor based in Campbell, California, working with Mine & Arao Wealth Creation And Management, LLC. Bud has previously held positions at Mine & Arao Llp and Mine And Arao Wealth Management Creations & Management. Bud has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Bud is part of Mine & Arao Wealth Creation And Management, LLC, which operates out of Campbell, California. The firm has 1 office and 3 employees. The firm manages assets totaling $237.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Mine & Arao Wealth Creation And Management, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

901 Campisi Way, Suite 140
Campbell, CA 95008

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Mine & Arao Wealth Creation And Management, LLC Brokerage Details

Total Assets Under Management

$237,662,116

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

480

CA Average: 3,727
Average Account Size

$495,129

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Bud Mine Work History

1999 - Present (25 years)

Mine And Arao Wealth Management Creations & Management

1989 - Present (35 years)

Mine & Arao Llp

Disclosures

Please visit the SEC profile of Bud Mine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mine & Arao Wealth Creation And Management, LLC

John Arao
Campbell, CA
Bud Mine
Campbell, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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