FERMATA ADVISORS ACTIVE IA

FINRA firm 305614 · SONOMA, CA · view on BrokerCheck ↗

Key facts

FINRA firm ID
305614
Firm name
FERMATA ADVISORS
Other names / DBAs
FERMATA 401(K) LLC; SONOMA WEALTH ADVISORS, LLC; SONOMA WEALTH ADVISORS; RICH FINANCIAL LLC; RICH FINANCIAL; FERMATA, LLC; FERMATA TAX; FERMATA ADVISORY, LLC; FERMATA ADVISORS, LLC; FERMATA ADVISORS LLC; FERMATA ADVISORS; FERMATA 401K
IA scope
ACTIVE
SEC IA file
801-117411
Branches
11
Disclosure events
No
HQ
SONOMA, CA, 95476, United States

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