Catherine Manfredo, financial advisor Fresno CA

Catherine Manfredo

CRD 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.

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Company Name Location Dates Years
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

Catherine Manfredo has no recent exams reported.
Contact Info for Catherine A. Manfredo
Phone Number: 559-451-3463
Firm Website: http://www.pwa.net
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    353
    MILLIONS
  • Total Number of Accounts
    415
    ACCOUNTS
  • Average Account Value
    $851,759
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, ID, TX

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