Glorieta Group, LLC

Glorieta Group, LLC (CRD# 152829) is a financial advisory firm headquartered in , . They manage $10,000,000 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $161,290
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Glorieta Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kathleen M. Fardeen
CRD#: 5750533
Carlsbad, CA
93
Wealthminder
score

Kathleen Fardeen (CRD# 5750533) is an Investment Advisor Representative working at Glorieta Group, LLC in Carlsbad, CA and has over 6 years of experience in the finance industry.

2
James Fardeen
CRD#: 4798672
Carlsbad, CA
58
Wealthminder
score

James Fardeen (CRD# 4798672) is an Investment Advisor Representative working at Glorieta Group, LLC in Carlsbad, CA and has over 12 years of experience in the finance industry.

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