RIA Intel›Advisers›California›ALVAREZ, EDI

ALVAREZ, EDI

Advisory

CORTE MADERA, CA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in CA
#3,582
of 5,480 advisers by AUM
Average account
$326K
across 136 accounts
AUM per adviser
$44M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$44M
Discretionary %
98.9%
Clients
49
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$44M
Discretionary AUM$44M
Non-Discretionary AUM$467K
Discretionary %98.9%
Total Clients49
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA, LA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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