Simon Holford, financial advisor Pasadena CA

Simon Holford

CRD Number: 4249463
Current Firm: Pasadena Private Wealth, LLC

Simon Holford (CRD# 4249463) is an Investment Advisor Representative working at Pasadena Private Wealth, LLC in Pasadena, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Pensionmark Securities, LLC Santa Barbara, CA May 2020 - Current < 1
Pasadena Private Wealth, LLC Pasadena, CA May 2018 - Current 2
Purshe Kaplan Sterling Investments, Inc. Albany, NY May 2018 - Dec 2019 1
Bank Of America,na Pasadena, CA Sep 2009 - May 2018 8
Merrill Lynch, Pierce, Fenner & Smith, Inc. Pasadena, CA Jul 2000 - May 2018 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2001
Contact Info for Simon M. Holford
Phone Number: 626-993-9300
Registered State(s):
  • CA
  • HI
  • TX
By the Numbers
  • Total Assets Under Management
    380
    MILLIONS
  • Total Number of Accounts
    790
    ACCOUNTS
  • Average Account Value
    $481,088
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, GA, HI, OH, TX

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