A complete list of active advisors currently associated with Mirador Capital Partners
Warmer can help you find a great advisor at Mirador Capital Partners or one who fits your needs even better.
Mirador Capital Partners advises individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and small businesses, providing comprehensive portfolio management, financial planning, and plan‑sponsor retirement consulting. The firm also sponsors private investment funds and offers estate‑planning and standalone consulting services. The firm’s investment process emphasizes top‑down fundamental analysis with technical analysis used for support, and it implements multiple proprietary strategies—including global asset allocation, tactical and aggressive growth sleeves, a dividend‑oriented income strategy, an ETF portfolio, a local Tri‑Valley index implementation, and a held‑to‑maturity fixed‑income ladder. Accounts are managed on a discretionary basis with periodic (at least quarterly) reviews, and strategies may include alternatives, inverse ETFs, and cryptocurrency products where deemed appropriate. Distinctive features disclosed in the firm’s brochure include the availability of performance‑based fees for qualified clients and affiliations with GP entities and an affiliated adviser that manage private funds, which the firm notes and discloses as potential conflicts of interest. The ADV also identifies dual roles for its representatives (as broker‑dealer registered reps and licensed insurance and real‑estate/mortgage professionals) and states the firm uses client testimonials in its advertising; the brochure describes oversight and disclosure practices tied to these arrangements.
To learn more about the advisors currently working at Mirador Capital Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Mirador Capital Partners's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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