MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC
Doing business as CALIFORNIA FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$2,263,378,626
Discretionary
$2,010,467,129
Non-discretionary
$252,911,497
Firm details
- CRD number
- 110152
- SEC file number
- 801-55273
- Main office
- SAN RAMON, CA, United States
- Employees
- 14
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.