401k Engineers Inc.

401k Engineers Inc. (CRD# 309129) is a financial advisory firm headquartered in Tracy, CA. They manage $32,250,000 in 149 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
120 E 12th St, Tracy, CA 95376
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $216,443
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at 401k Engineers Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Paolo Marchetti, financial advisor Tracy CA
Paolo F. Marchetti
CRD#: 2133536
120 E 12th St, Tracy, CA 95376

Paolo Marchetti (CRD# 2133536) is an Investment Advisor Representative working at 401k Engineers Inc. in Tracy, CA and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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