Fernandez Financial Advisory, LLC
Fernandez Financial Advisory, LLC (CRD# 112954) is a financial advisory firm headquartered in Los Alamitos, CA. They manage $54,704,134 in 139 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Fernandez Financial Advisory, LLC
By the Numbers
-
Total Assets Under Management55MILLION
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Total Number of Accounts139ACCOUNTS
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Average Account Value$393,555
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Fernandez Financial Advisory, LLC
1
Delia Fernandez (CRD# 2312173) is an Investment Advisor Representative working at Fernandez Financial Advisory, LLC in Los Alamitos, CA and has over 31 years of experience in the finance industry.
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