Luis
Amato
Adero Partners, LLC
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About this Advisor
Luis Amato is a financial advisor operating in Palo Alto, California with a total of 1 year of relevant experience. Amato currently works for Adero Partners, LLC. Over the course of their career, Amato has held roles at Adero Partners, LLC, Boom Atl Marketing and Qilgo. Amato maintains a Series 65 license, qualifying them as an investment advisor representative, and can work in California. Adero Partners, LLC is a company that has its headquarters in Palo Alto, CA. It has offices in five locations and a total of 53 people on staff. It has $3 billion in assets between its 3,570 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to three charities and foundations. Of its 3,570 customer accounts, 66% belong to high-net-worth clients who have at least $1 million in investable assets. Adero Partners, LLC provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees are based on the type of financial services offered. However, fees billed by Adero Partners, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adero Partners, LLC Brokerage Details
$3,376,501,663
53
3,570
$945,799
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Luis Amato Work History
Luis has been registered as a financial advisor for 1 years.*
Adero Partners, LLC
Qilgo
Boom Atl Marketing
*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 Luis Amato 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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The content in this profile was updated by SmartAsset on 4/16/2023. 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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