Gregory
Camperos
Bordeaux Wealth Advisors
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About this Advisor
Gregory Camperos is a certified financial planner based in Menlo Park, California who has 4 years of industry experience. Camperos is an advisor for Bordeaux Wealth Advisors. Their career trajectory has included roles at Bordeaux Wealth Advisors, O-G Packing Company, Pepperdine University Career Center, Americorps and Steve'S Pets. Camperos maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in California. Bordeaux Wealth Advisors is a registered investment company operating out of Menlo Park, CA. The company has offices in two locations and a total of 31 employees. It administers $4 billion in assets across its 221 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves three charitable organizations. Of its 221 customer accounts, 99% belong to high-net-worth individuals who have more than $1 million in assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules vary depending on which service is provided. Fee types billed by Bordeaux Wealth Advisors most likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bordeaux Wealth Advisors Brokerage Details
$4,006,682,176
31
221
$18,129,784
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Gregory Camperos Work History
Gregory has been registered as a financial advisor for 4 years.*
Bordeaux Wealth Advisors
Bordeaux Wealth Advisors
O-G Packing Company
Pepperdine University Career Center
Americorps
Steve'S Pets
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Camperos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
