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).
Total Assets Under Management10MILLION
Total Number of Accounts62ACCOUNTS
Average Account Value$161,290
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
Kathleen Fardeen (CRD# 5750533) is an Investment Advisor Representative working at Glorieta Group, LLC in Carlsbad, CA and has over 7 years of experience in the finance industry.
James Fardeen (CRD# 4798672) is an Investment Advisor Representative working at Glorieta Group, LLC in Carlsbad, CA and has over 13 years of experience in the finance industry.