Jill
Shibuya
Archvest Wealth Advisors, Inc
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About this Advisor
Jill Shibuya is a financial advisor based in Concord, California, working with Archvest Wealth Advisors, Inc. Jill has previously worked at Archvest Wealth Advisors and has passed the Series 65 regulatory exam. Jill is registered to provide services in California. Jill is currently part of Archvest Wealth Advisors, Inc, which is located in Concord, California. The firm has 8 employees and manages $330.0 million in assets. The firm serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and other services. The fee structures at Archvest Wealth Advisors, Inc include asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Archvest Wealth Advisors, Inc Brokerage Details
$330,000,000
8
315
$1,047,619
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Other
Jill Shibuya Work History
Archvest Wealth Advisors
Disclosures
Please visit the SEC profile of Jill Shibuya 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 Archvest Wealth Advisors, Inc
Concord, CA
Concord, CA
Concord, CA
Concord, CA
Concord, CA
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