IN TOUCH FINANCIAL SERVICES

IN TOUCH FINANCIAL SERVICES of OAKLAND, CA is an SEC-registered investment adviser (CRD 153249). Regulatory assets under management: $87.5M.

Registration

• CRD: 153249
• Type: Registered investment adviser
• Location: 6465 SAN PABLO AVE. 1-1, OAKLAND, CA, 94608
• Phone: (510) 653-8968
• Latest filing: 2026-01-22
• Regulatory AUM: $87.5M
• Discretionary AUM: $2.0M
• Non-discretionary AUM: $85.5M
• Clients: 3
• Accounts: 290

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153249 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search