Financial Strategies

Financial Strategies (CRD# 111341) is a financial advisory firm headquartered in Loomis, CA. They manage $6,278,936 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 2026, Loomis, CA 95650
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $418,596
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Financial Strategies
Showing 1 - 1 of 1 top financial advisors.
1
Fred Rudd, financial advisor Nevada City CA
Fred L. Rudd
CRD#: 1840250
Nevada City, CA

Fred Rudd (CRD# 1840250) is an Investment Advisor Representative working at Financial Strategies in Nevada City, CA and has 1 year 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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