Iluka Advisors
Firm details
- Headquarters
- Healdsburg, California
- CRD number
- 330468
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.23%
- Corporations / Businesses10.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Iluka Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides portfolio management services primarily to individuals and families, and also works with small businesses. It charges clients on a percentage-of-assets-under-management basis and identifies itself as an active ESG investor. Iluka is not presented as a multi-state adviser, pension consultant, capital allocator, or related adviser.
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
Asset composition
- Public Funds/Mutual Funds49%
- Exchange Traded Equities40%
- Derivatives9%
- Cash & Cash Equivalents2%
Contacts
1 of 1Sam Valtenbergs
PrincipalCRD 7891847
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Healdsburg, CA
Sonoma
Location
Healdsburg, CA
Headquartered in Healdsburg, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Sonoma
- Address
- 15410 Pozzan Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Gemmer, Robert Arden
RIAHealdsburg, CA
Mork Capital Management
RIAHealdsburg, CA
Spahr Financial Group, LLC
RIAHuntington Beach, CA
Hammer Asset Management, LLC
RIAAuburn, CA
Boddington Capital, LLC
RIAStockton, CA
Surya Capital, LLC
RIAIrvine, CA