ALDERS FINANCIAL SOLUTIONS
Firm details
- Headquarters
- NOVATO, California
- CRD number
- 308385
- Website
- www.louisbatmale.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPension Consulting
Firm profile
FINTRXOverview
Alders Financial Solutions is operated as a sole proprietorship under individual ownership and is classified in available records as unclassified. The firm functions primarily as a registered representative of a broker-dealer and as an insurance broker while also providing advisory services focused on financial planning and pension consulting. Its client-facing fee model is built around hourly charges and fixed fees rather than asset-based recurring advisory fees. Public filings do not include an SEC registration year, and the firm is not identified as a multi-state adviser, capital allocator, or related adviser. The firm is not flagged as an active ESG investor in the available data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DONNA ZERMENO
Chief Operations OfficerCRD 4034476
Contacts
3 of 4LOUIS BATMALE
Principal and OwnerCRD 4072017
GEORGE CRAIG
Financial AdvisorCRD 3261948
LAUREN PATTERSON
Financial AdvisorCRD 5441618
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NOVATO, CA
MARIN
Location
NOVATO, CA
Headquartered in NOVATO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 1701 Novato Blvd
- Time zone
- PT (UTC-8)
- Office locations
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