Effective Assets
23yrs
More experience than 67% of advisors nationwide
Effective Assets
Location not listed. Legal name: Effective Assets, Inc.
About the firm
A registered investment advisory firm. It manages about $165 million for roughly 124 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$1.24 million
Assets under management ?$165 million
Individual clients124
Median years of experience23
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publications
Advisors at Effective Assets
1Advisors
23Median years of experience
1States with offices
–Offices
Also known as
Effective Assets, Inc.
About Effective Assets
How do I contact Effective Assets?
Call the main office at (510) 549-2525. The main office is at , .
How is Effective Assets paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Effective Assets offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Choosing other investment managers, Newsletters and publications.
How many advisors work at Effective Assets?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.