PLEASANTON FINANCIAL ADVISORS, LLC of PLEASANTON, CA is an SEC-registered investment adviser (CRD 132160). Regulatory assets under management: $79.6M.
| Name | Role | Location |
|---|---|---|
| SMITH JAMES RICHARD | MEMBER OF LLC | — |
| SMITH MARGARET FLUCK | MEMBER OF LLC | — |
| SMITH GARY | MEMBER OF LLC | — |
| JANER MARK ALAN | CHIEF COMPLIANCE OFFICER | — |