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Bamboo Investment ManagementInvestment advisor in Pleasant Hill, CA

Bamboo Investment Management is an investment advisor at 25A Crescent Dr #1511, Pleasant Hill, CA 94523, ranked #4 of 115 investment advisors in Pleasant Hill and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Pleasant Hill, CAUpdated 0 paid placements in any rankingHow we rank

Call (408) 641-0866Website ↗

Key facts

Key facts about Bamboo Investment Management
Address25A Crescent Dr #1511, Pleasant Hill, CA 94523Get directions
Phone(408) 641-0866
Websitebambooinvestors.com
HoursMonday to Friday: 6:30 AM – 8 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Pleasant Hill and 11 towns within 25 miles: Concord, Walnut Creek, Lafayette, Martinez, Clayton, Alamo, Bay Point, Orinda, Moraga, Benicia and Danville.

Based in Pleasant Hill, CAView on map

Opening hours

Opening hours for Bamboo Investment Management
DayHours
Monday6:30 AM – 8 PMevening
Tuesday6:30 AM – 8 PMevening
Wednesday6:30 AM – 8 PMevening
Thursday6:30 AM – 8 PMevening
Friday6:30 AM – 8 PMevening
SaturdayClosed
SundayClosed
  • Open evenings (after 6 PM)
  • Open Saturdays — no
  • Open Sundays — no

Questions about Bamboo Investment Management

How is Bamboo Investment Management ranked in Pleasant Hill?

Bamboo Investment Management is ranked #4 of 115 investment advisors in Pleasant Hill by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Bamboo Investment Management’s hours?

Bamboo Investment Management is open Monday to Friday. Its listed hours are Monday to Friday, 6:30 AM – 8 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Bamboo Investment Management serve?

Serves Pleasant Hill and 11 towns within 25 miles: Concord, Walnut Creek, Lafayette, Martinez, Clayton, Alamo, Bay Point, Orinda, Moraga, Benicia and Danville. The list is based on the business's location and the usual service radius for investment advice. Confirm your address is covered when you call.

What do Google reviews say about Bamboo Investment Management?

Bamboo Investment Management has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Bamboo Investment Management?

Call Bamboo Investment Management on (408) 641-0866. The business is at 25A Crescent Dr #1511, Pleasant Hill, CA 94523. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby investment advisors

Bamboo Investment Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Bamboo Investment Management (this business)—655.0 (4)NoNo
IPX1031: James Callejas, CES#2705.0 (88)NoNo21.3 mi
IPX1031: Teresa Fluegel#3685.0 (13)NoNo2.8 mi
Williesha Lee#5635.0 (14)YesYes20.1 mi

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