Medina Financial, LLC
Medina Financial, LLC (CRD# 300643) is a financial advisory firm headquartered in Grace, ID. They manage $1,073,357 in 23 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Medina Financial, LLC
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$46,668
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, ID, TX
Financial Advisors at Medina Financial, LLC
1
Esau Medina (CRD# 7087176) is an Investment Advisor Representative working at Medina Financial, LLC in Grace, ID and has over 5 years of experience in the finance industry.
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