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 SEC-registered independent registered investment adviser formed in 2014 and organized as a limited partnership. Ownership is held by a mix of domestic entities and individuals. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Its billing mixes percentage-of-AUM arrangements with hourly and fixed fees, and it also charges performance-based fees for certain strategies. Mirador does not report itself as an active ESG investor, and it is not designated as a multi-state adviser or a capital allocator. The firm was listed among FA Magazine’s Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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