PLEASANTON FINANCIAL ADVISORS, LLC
SEC file number 801-66966
· PLEASANTON, CA
https://pleasantonweekly.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$79.6M
Discretionary AUM
$79.6M
Employees
—
Clients
—
Firm
- Address
- 1811 SANTA RITA RD, SUITE 211
PLEASANTON, CA 94566 - Phone
- —
- Website
- https://pleasantonweekly.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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AdvisorNet Financial, Inc · D/A · Apr 21, 2026
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AdvisorNet Financial, Inc · D/A · Apr 15, 2025