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 that serves both individual and family clients as well as institutional accounts. The firm provides financial planning and portfolio management for individuals, small businesses, larger business or institutional clients, and offers pension consulting. Mirador is registered with the SEC and has been registered since 2014. Its billing approach is varied: the firm uses asset-based fees alongside hourly and fixed-fee arrangements and may charge performance-based fees for certain mandates. The firm identifies equities as its primary preference and operates as a non–ESG-focused manager. Mirador was recognized on FA Magazine’s Top RIA Firms list in 2020.
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 2Audrey Glafkides
Chief Operating OfficerCRD 5615647
Don Garman
Founder & CIOCRD 2315281
Contacts
3 of 7
Carol Wikle
PrincipalCRD 3140823
Joseph Garcia
First Vice President, Wealth Management AdvisorCRD 2423093
Daniel Murray
PrincipalCRD 2830992
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$202M in ETFs
98%
$199M
1%
$3.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF (BSJR) | Invesco | Passive | High Yield Bond | $71.3M | 3,226,238 | 35.33% |
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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