TOP 30 Comprehensive portfolio management in California
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Cal Bay Property Management
● ClosedCal Bay Property Management is a reputable real estate agency located at 18809 Cox Avenue in Saratoga, California. With a strong presence in the local market, our dedicated team of professionals provides top-notch property management services for both residential and commercial properties. From finding the perfect tenant to handling maintenance and repairs, we take care of all aspects of property management with efficiency and expertise. Trust Cal Bay Property Management to help you maximize the potential of your real estate investment.
18809 Cox Ave 2nd floor, Saratoga, CA 95070, United States -
Silver Creek Property Management
● ClosedSilver Creek Property Management is a leading real estate agency located at 350 Main Street in Pleasanton, California. With a strong focus on providing exceptional service to both property owners and tenants, Silver Creek Property Management offers a wide range of property management services, including leasing, maintenance, and financial management. Their team of experienced professionals is dedicated to ensuring that every client receives personalized attention and expert guidance throughout the entire property management process. Whether you are a property owner looking to maximize your investment or a tenant in search of the perfect rental property, Silver Creek Property Management is here to help you achieve your real estate goals.
350 Main St Ste F, Pleasanton, CA 94566, United States -
Emerald Estates ( E.J. Williams Property Management)
● OpenEmerald Estates, managed by E.J. Williams Property Management, is a premier residential community located at 24 West Jamestown Street in Stockton, California. Our meticulously maintained property offers a variety of spacious and luxurious homes for rent, complete with modern amenities and stunning views. Residents can enjoy a tranquil and peaceful environment, with beautifully landscaped grounds and convenient access to nearby shopping, dining, and entertainment options. Our dedicated team strives to provide exceptional customer service and ensure that all residents feel at home in our community. Experience the best in upscale living at Emerald Estates.
24 W Jamestown St, Stockton, CA 95207, United States -
Lighthouse Realty & Property Management
● OpenLighthouse Realty & Property Management is Santa Cruz's leading real estate and property management company, located at 402 Ingalls Street in Santa Cruz, California. Our locally owned company is dedicated to providing our clients with top-notch, professional service for all their real estate needs. Whether you are buying or selling a home, our team at Lighthouse Realty understands the significance of these transactions and the importance of attention to detail. We are committed to helping our clients navigate the ever-changing housing market with enthusiasm and expertise.
402 Ingalls St suite 5A, Santa Cruz, CA 95060, United States -
Utopia Property Management
● OpenUtopia Property Management is a leading finance and real estate agency located at 4251 South Higuera Street, San Luis Obispo, California, United States. With over 25 years of experience, Utopia Management offers expert management of all rental property-related services, including leasing, marketing, accounting, and tenant communications. Our licensed leasing professionals are local to San Luis Obispo, ensuring that we stay on top of the market's trends. We provide affordable and efficient property management services for residential and commercial real estate portfolios of all sizes. Our comprehensive services include marketing rental properties, tenant screening, lease negotiations, maintenance and repairs, financial reporting, and more. We strive to take the hassle out of managing rental properties, allowing our clients to enjoy passive income without the headaches.
4251 S Higuera St # 800, San Luis Obispo, CA 93401, United States -
Premier Property Management
● OpenPremier Property Management is a reputable property management company located at 433 North H Street in Lompoc, California. With years of experience in the industry, they offer top-notch services to property owners and tenants alike. Their team of professionals is dedicated to providing efficient and reliable management solutions, ensuring that properties are well-maintained and tenants are satisfied. Whether you are a property owner looking for a trustworthy management company or a tenant in search of a quality rental, Premier Property Management is the go-to choice in Lompoc.
433 N H St, Lompoc, CA 93436, United States -
Utopia Property Management | Los Angeles, CA
● OpenUtopia Property Management in Los Angeles, California, offers expert management services for rental properties. With over 25 years of experience, our licensed professionals specialize in leasing, marketing, accounting, and day-to-day management. We provide comprehensive services to help property owners fill vacancies, increase revenues, and manage expenses efficiently. From single units to large portfolios, we cater to the needs of individual owners, investors, and investment firms. Our team is dedicated to providing top-quality service at competitive rates, utilizing advanced technology to streamline processes. We are registered and licensed with the California Department of Real Estate, ensuring compliance with DRE and HOA policies. Serving areas like Orange County, West Hollywood, Culver City, and Sherman Oaks, we are a trusted choice for property management in the Greater Los Angeles area.
6080 Center Drive, 6th Floor, Los Angeles, CA 90045, United States -
Supreme Real Estate & Property Management
● OpenSupreme Real Estate & Property Management is a leading real estate agency located at 475 Washington Boulevard in Marina del Rey, California. Our dedicated team of professionals specializes in buying, selling, and managing properties in the prestigious Marina del Rey area. With years of experience and a commitment to excellence, we provide personalized service to our clients to ensure their real estate needs are met with the utmost care and attention to detail. Whether you are looking to buy your dream home, sell a property, or need expert property management services, Supreme Real Estate & Property Management is here to help you every step of the way. Contact us today to learn more about how we can assist you with all of your real estate needs.
475 Washington Blvd, Marina Del Rey, CA 90292, United States -
Utopia Property Management | San Diego, CA
● OpenUtopia Property Management in San Diego, California offers expert management services for all rental property needs. Whether you have a large portfolio or a single condominium, our team provides leasing, marketing, management, and accounting services. With over 25 years of experience, we handle every aspect of rental property management, from tenant screening to maintenance and rent collection. Our innovative marketing strategies attract qualified tenants and maximize rental income. Located at 4617 Ruffner Street, San Diego, our local office serves various areas including Escondido, La Jolla, and Pacific Beach. We offer personalized management strategies for residential, commercial, industrial, and special purpose properties. Our comprehensive services include asset management, lease administration, maintenance, and financial accounting.
4617 Ruffner St, San Diego, CA 92111, United States -
Acw Managment Company
● OpenACW Management Company is a leading real estate agency located at 1735 East Bayshore Road in Redwood City, California. With a strong focus on providing top-notch property management services, ACW Management Company is dedicated to helping clients navigate the complex world of real estate. Whether you are looking to buy, sell, or rent a property, their team of experienced professionals is committed to delivering exceptional service and results. Contact ACW Management Company today to see how they can help you achieve your real estate goals.
1735 E Bayshore Rd #29a, Redwood City, CA 94063, United States -
Mabry Management Co. Inc
● ClosedMabry Management Co. Inc. is a reputable property management company located at 2700 Pacific Coast Highway in Torrance, California. With years of experience in the industry, Mabry Management Co. Inc. offers top-notch management services for residential and commercial properties. Their team of dedicated professionals is committed to providing excellent customer service and ensuring that properties are well-maintained and profitable for owners. Whether you are a property owner looking for reliable management services or a tenant in search of a quality rental, Mabry Management Co. Inc. is the go-to choice in the Torrance area. Contact them today to learn more about their services and how they can help you with your property management needs.
2700 Pacific Coast Hwy 2nd floor, Torrance, CA 90505, United States -
Proper Management
● OpenProper Management is a comprehensive institution located at 3400 Irvine Avenue in Newport Beach, California. Specializing in finance, real estate agency, and travel agency services, Proper Management ensures that your property is well taken care of and managed efficiently. With a focus on attracting high-quality renters at the best possible rent rates, Proper Management proactively manages your investment to maximize performance and minimize costs. They offer various rental strategies such as long-term, short-term, vacation, and ADUs to help increase your revenue. Operating with complete transparency and without contracts, Proper Management earns your business every month by providing excellent communication, service, and support. Their dedicated team, led by Jeremiah, goes above and beyond to ensure that both landlords and tenants are satisfied with the services provided. With a strong focus on customer satisfaction and success, Proper Management is highly recommended for property owners looking for a reliable and trustworthy management company. Contact Proper Management for a free rental market analysis and portfolio evaluation to see how they can help you achieve your property management goals.
3400 Irvine Ave Suite 110, Newport Beach, CA 92660, United States -
Passive Property Management
● ClosedPassive Property Management is a leading property management company located at 3655 Avocado Boulevard in La Mesa, California. Our team of experienced professionals is dedicated to providing top-notch services for property owners looking to maximize their investment returns while minimizing the stress and hassle of day-to-day management. Whether you own a single rental property or a large portfolio, we offer comprehensive services including tenant screening, rent collection, maintenance coordination, and financial reporting. Trust Passive Property Management to take care of your property as if it were our own, ensuring peace of mind and a profitable investment.
3655 Avocado Blvd, La Mesa, CA 91941, United States -
Spectrum Risk Management & Insurance
● ClosedSpectrum Risk Management & Insurance is a reputable insurance agency located at 74 Discovery in Irvine, California, United States. We specialize in providing comprehensive risk management solutions and insurance policies tailored to meet the unique needs of our clients. With a team of experienced professionals, we are committed to helping individuals and businesses protect their assets and achieve financial security. Contact us today to learn more about our services and how we can assist you in managing your risks effectively.
74 Discovery, Irvine, CA 92618, United States -
Spaulding Managed Credit
● ClosedSpaulding Managed Credit, located at 30423 Canwood Street, Agoura Hills, California, is a finance institution dedicated to empowering business success through expert funding and credit solutions. Their services include securing business loans, optimizing credit strategies, and providing ongoing advisory and support to ensure financial prosperity. With a focus on tailored funding solutions, personalized credit expertise, and a dedicated team of experienced advisors, Spaulding Credit Management is committed to helping business owners, professionals, athletes, entertainers, and individuals achieve and maximize credit success. Contact them today for a complimentary consultation and start your journey towards financial empowerment.
30423 Canwood St #112, Agoura Hills, CA 91301, United States -
Teodoro Wealth Management
● ClosedTeodoro Wealth Management is a leading finance and insurance agency located at 265 Miller Avenue in Mill Valley, California, United States. Our dedicated team of financial experts is committed to helping clients achieve their financial goals and protect their assets. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Teodoro Wealth Management is here to help. Contact us today to schedule a consultation and learn more about how we can help you achieve financial success.
265 Miller Ave Suite 200, Mill Valley, CA 94941, United States -
Revolution Financial Management
● ClosedRevolution Financial Management is a reputable insurance agency located at 515 Marin Street in Thousand Oaks, California. Our dedicated team of professionals is committed to providing top-notch financial management services to our clients. With a focus on revolutionizing the way insurance is handled, we offer personalized solutions tailored to meet the unique needs of each individual or business. Whether you are looking for life, health, property, or auto insurance, Revolution Financial Management is here to help you secure your future and protect what matters most. Contact us today to learn more about how we can assist you in achieving your financial goals.
515 Marin St, Thousand Oaks, CA 91360, United States -
Willow Creek Wealth Management, Inc.
● ClosedWillow Creek Wealth Management, Inc. is a finance institution located in Sebastopol, California. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. We offer personalized wealth management services tailored to each client's unique needs and circumstances. At Willow Creek Wealth Management, Inc., we prioritize building long-term relationships with our clients based on trust, transparency, and integrity. Visit us at 825 Gravenstein Highway North to learn more about how we can help you reach your financial objectives.
825 Gravenstein Hwy N #5, Sebastopol, CA 95472, United States -
ZRC Wealth Management, LLC.
● ClosedZRC Wealth Management, LLC. is a finance institution located at 1050 Adams Street in St. Helena, California, United States. Specializing in wealth management services, ZRC provides personalized financial planning and investment strategies tailored to meet the unique needs and goals of each client. With a team of experienced financial professionals, ZRC Wealth Management, LLC. is dedicated to helping individuals and families achieve their financial objectives and secure their financial future.
1050 Adams St #C, St Helena, CA 94574, United States -
Pharos Wealth Management
● ClosedPharos Wealth Management is a leading finance and insurance agency located at 352 Ignacio Boulevard in Novato, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies and comprehensive insurance solutions. Whether you are looking to grow your investments, protect your assets, or plan for the future, Pharos Wealth Management is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
352 Ignacio Blvd, Novato, CA 94949, United States -
Coastal Wealth Management Group - Morgan Stanley
● OpenCoastal Wealth Management Group - Morgan Stanley is a leading finance institution located at 750 Lindaro Street in San Rafael, California, United States. Our team of experienced professionals specializes in providing comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each individual's unique needs. With a focus on building long-term relationships based on trust and integrity, Coastal Wealth Management Group is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
750 Lindaro St Suite 300, San Rafael, CA 94901, United States -
Shorepine Wealth Management
● ClosedShorepine Wealth Management is a finance institution located at 1610 Tiburon Boulevard in Tiburon, California, United States. We pride ourselves on creating comprehensive financial plans for our clients that serve as the foundation of their asset allocation strategy. With in-house institutional-level money management, we are able to guide all of our decisions to protect your future. Our team collaboratively builds, implements, and monitors unique portfolios for our clients in a cost-effective manner. As fiduciaries, we are required to work in your best interests at all times, managing portfolios tailored specifically for you. We operate on a fee-only basis, ensuring independence and aligning our interests with yours to grow your wealth. Our goal is to manage your portfolios in the most tax-efficient manner possible based on your individual circumstances. Marc Lieberman, our founder, has been featured in various publications and media outlets, showcasing our commitment to providing unbiased advice for individuals, foundations, and endowments. At Shorepine Wealth Management, we prioritize providing objective, independent advice in a conflict-free environment, ensuring that we are always acting in the best interest of our clients.
1610 Tiburon Blvd #202, Tiburon, CA 94920, United States -
Redwood Grove Wealth Management
● ClosedRedwood Grove Wealth Management is a boutique financial life planning firm located at 100 Larkspur Landing Circle in Larkspur, California. Our mission is to empower busy families and independent women to lead fulfilling lives with financial peace of mind. We offer comprehensive financial planning and portfolio management services on a fee-only basis. At Redwood Grove, we believe in giving back to the community through pro bono work and financial education for children. We are also committed to environmental sustainability and minimizing our carbon footprint as stewards for our clients' capital.
100 Larkspur Landing Cir # 110, Larkspur, CA 94939, United States -
U.S. Bank - Wealth Management Banker: Kelvin Lam Lam
● ClosedU.S. Bank - Wealth Management Banker Kelvin Lam Lam is a trusted financial institution located at 620 Santa Cruz Avenue in Menlo Park, California. As a dedicated wealth management banker, Kelvin Lam Lam provides personalized financial solutions and expert advice to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch service, U.S. Bank is a go-to destination for individuals seeking professional wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Kelvin Lam Lam and the team at U.S. Bank are here to help you navigate the complex world of finance with confidence and peace of mind.
620 Santa Cruz Ave, Menlo Park, CA 94025, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management is located at 100 Pringle Avenue in Walnut Creek, California. This finance institution offers a unique approach to wealth management, focusing on helping clients transition from building wealth to enjoying it. They believe in overseeing and connecting all aspects of their clients' financial lives, not just their investment portfolios. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors ensures that all financial aspects are considered and integrated. The team of talented wealth advisors at the Walnut Creek office are dedicated to helping clients achieve their long-term financial goals. With years of experience and a commitment to holistic planning, these advisors work closely with clients to create customized financial strategies. Whether it's intergenerational wealth transfer, retirement planning, or investment management, Mercer Advisors' advisors are here to help.
100 Pringle Ave STE 310, Walnut Creek, CA 94596, United States -
Blume Capital Management Inc
● OpenBlume Capital Management Inc, located at 1708 Shattuck Avenue in Berkeley, California, is a finance institution that provides investment advisory and financial planning services. Founded by Jim Blume in 1993, the firm offers unbiased financial guidance to individuals and families, with a focus on value-focused investing discipline. With decades of investment experience, the principals at Blume Capital aim to carefully steward their clients' assets and help them grow and protect their wealth over the long term. The institution prides itself on transparent communication, understanding clients' goals, and building enduring relationships to serve their evolving needs. Contact Blume Capital at (510) 549-3534 or [email protected] to learn more about how they can bring order and direction to your financial life.
1708 Shattuck Ave. # 3, Berkeley, CA 94709, United States -
Nelson Capital Management
● ClosedNelson Capital Management is a leading finance institution based in Menlo Park, California. Located at 545 Middlefield Road, this firm specializes in providing expert investment management services to clients looking to grow and protect their wealth. With a team of experienced professionals and a commitment to delivering personalized financial solutions, Nelson Capital Management is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to build a diversified investment portfolio or plan for retirement, this institution offers the expertise and resources to help you succeed. Contact Nelson Capital Management today to learn more about their comprehensive financial services.
545 Middlefield Rd #200, Menlo Park, CA 94025, United States -
Castle Rock Wealth Management, LLC
● ClosedCastle Rock Wealth Management, LLC is a premier finance institution located in Walnut Creek, California. Our experienced team of financial experts is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Castle Rock Wealth Management, LLC, we provide personalized solutions tailored to each client's unique needs and objectives. Visit us at 1777 Botelho Drive to learn how we can help you reach your financial goals.
1777 Botelho Dr #105, Walnut Creek, CA 94596, United States -
Babylon Wealth Management
● ClosedBabylon Wealth Management is a finance institution located at 1501 North Broadway, Walnut Creek, California, United States. They specialize in helping busy professionals make smart financial decisions by providing boutique, personalized, objective, and fiduciary financial advice. With a focus on strategic planning, wealth preservation, and lower taxes, they offer diversified tax-efficient investment strategies aligned with individual goals and lifestyles. As a fee-only financial advisor, Babylon Wealth Management is committed to providing trustworthy and objective investment advice to help clients achieve their financial goals and personal milestones. They offer personalized financial planning services to individuals and families in the San Francisco Bay Area, specializing in tech professionals and employee stock options owners. Additionally, they assist in retirement planning, tax optimization, and wealth management strategies to empower clients to retire confidently. Whether you are a seasoned investor or just starting your financial journey, Babylon Wealth Management is dedicated to preserving and growing your wealth while minimizing tax liabilities. With a team of experienced advisors, they provide comprehensive wealth management and financial planning solutions tailored to meet the unique needs and aspirations of each client. By creating customized financial roadmaps and offering personalized fiduciary financial advice, Babylon Wealth Management helps clients make informed decisions to secure a financially stable future. Their goal is to empower clients to achieve their financial goals through disciplined and long-term financial planning strategies.
1501 N Broadway Suite 204, Walnut Creek, CA 94596, United States -
The Krenzin Wealth Management Group - Morgan Stanley
● OpenThe Krenzin Wealth Management Group at Morgan Stanley is a leading finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California. With a team of experienced professionals, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the Krenzin Wealth Management Group offers personalized solutions tailored to your unique needs. Trust in their expertise and dedication to help secure your financial future.
16000 Los Gatos Blvd, Los Gatos, CA 95032, United States
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