# IN TOUCH FINANCIAL SERVICES

IN TOUCH FINANCIAL SERVICES of OAKLAND, CA is an SEC-registered investment adviser.

## Registration

- CRD: 153249
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153249/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153249/similar
- Related entities: https://search.stillhousedata.com/firm/153249/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153249

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.