Catherine ManfredoCRD Number: 7497873
Current Firm: Private Wealth Advisors
Catherine Manfredo (CRD# 7497873) is an Investment Advisor Representative working at Private Wealth Advisors in Fresno, CA and has 1 year of experience in the finance industry.
Commonwealth Financial Network
Diversified Wealth Management Solutions, LLC
Ameriprise Financial Services, LLC
|Private Wealth Advisors||Fresno, CA||May 2021 - Current||1|
|Catapult Leadership Group, LLC||Fresno, CA||Nov 2018 - Current||3|
|Fresno First Bank||Fresno, CA||Aug 2011 - Aug 2018||7|
Total Assets Under Management353MILLIONS
Total Number of Accounts415ACCOUNTS
Average Account Value$851,759
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, ID, TX
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