RIA Intelligence

MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC

Legal name: CALIFORNIA FINANCIAL ADVISORS

CRD #110152 SEC #801-55273 SAN RAMON, CA 925.275.1000
SEC Registered
Total AUM
$2B
Discretionary
$1.7B
Employees
11
Clients
--
Accounts
3,335

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 24, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
HIGGINS, MICHELLE, PERRYIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
MALOON, MICHAEL, FRANCISIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
PITRE, MARK, ANTHONYIMEMBERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBERC Control
POWERS, THOMAS, JAMESIMEMBERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERC Control
DENNEHY, RYAN, DOUGLASIMEMBERB
DENNEHY, RYAN, DOUGLASIMEMBERB Control
DENNEHY, RYAN, DOUGLASIMEMBERB Control
DENNEHY, RYAN, DOUGLASIMEMBERB Control
DENNEHY, RYAN, DOUGLASIMEMBERB Control
DENNEHY, RYAN, DOUGLASIMEMBERB Control
HIGGINS, MICHELLE, PERRYIMEMBERB Control
HIGGINS, MICHELLE, PERRYIMEMBERB Control
HIGGINS, MICHELLE, PERRYIMEMBERB Control
HIGGINS, MICHELLE, PERRYIMEMBERB Control
HIGGINS, MICHELLE, PERRYIMEMBERB Control
HIGGINS, MICHELLE, PERRYIMEMBERB Control
HIGGINS, MICHELLE, PERRYIMEMBERB Control
MALOON, MICHAEL, FRANCISIMEMBERB Control
MALOON, MICHAEL, FRANCISIMEMBERB Control
MALOON, MICHAEL, FRANCISIMEMBERB Control
MALOON, MICHAEL, FRANCISIMEMBERB Control
MALOON, MICHAEL, FRANCISIMEMBERB Control
MALOON, MICHAEL, FRANCISIMEMBERB Control
PERRY, MICHELLE, LEEIMEMBERB Control
PITRE, MARK, ANTHONYIMEMBERB Control
PITRE, MARK, ANTHONYIMEMBERB Control
PITRE, MARK, ANTHONYIMEMBERB Control
PITRE, MARK, ANTHONYIMEMBERB Control
PITRE, MARK, ANTHONYIMEMBERB Control
PITRE, MARK, ANTHONYIMEMBERB Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERB Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERB Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERB Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERB Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERB Control
POWERS, THOMAS, JAMESIMEMBER/CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Mar 24, 2025 REGISTERED

Notice Filings (19)

AZ CA CO FL GA HI ID IL NC NJ NV NY OK OR PA TX UT VA WA

Address

12657 ALCOSTA BLVD
SUITE 470
SAN RAMON, CA 94583
United States
Phone: 925.275.1000