Resolve Financial, LLC
Resolve Financial, LLC (CRD# 142792) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $15,378,518 in 58 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management15MILLION
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Total Number of Accounts58ACCOUNTS
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Average Account Value$265,147
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Resolve Financial, LLC
1
Joseph Curtis (CRD# 1014838) is an Investment Advisor Representative working at Resolve Financial, LLC in Walnut Creek, CA and has over 24 years of experience in the finance industry.
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