Mirador Capital Partners
Firm details
- Headquarters
- Pleasanton, California
- CRD number
- 173764
- Registered since
- November 21, 2014
- Website
- www.miradorcp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI83.39%
- Individuals11.18%
- Pension & Profit Sharing Plans2.86%
- Corporations / Businesses1.65%
- Charitable Organizations0.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Mirador Capital Partners is an independent RIA organized as a limited partnership and SEC-registered since 2014. The firm serves both individuals and families as well as institutional clients, and it offers a mix of financial planning, portfolio management for private and business clients, and pension consulting services. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee, and performance-based structures. Mirador is not positioned as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities66%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents9%
- Non-Exchange Traded Equities5%
Owners & executives
2 of 2
Don Garman
Founder & CIOCRD 2315281
Audrey Glafkides
Chief Operating OfficerCRD 5615647
Contacts
3 of 7
Joseph Garcia
First Vice President, Wealth Management AdvisorCRD 2423093
Daniel Murray
PrincipalCRD 2830992
Asha Culhane-Husain
Financial Planning AssociateCRD 8190508
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$191M in ETFs
99%
$189M
1%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF (BSJQ) | Invesco | Passive | High Yield Bond | $62.3M | 2,714,747 | 32.60% |
Location
Pleasanton, CA
Alameda
Location
Pleasanton, CA
Headquartered in Pleasanton, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 6700 Koll Center Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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