Pasadena Private Wealth, LLC
Pasadena Private Wealth, LLC (CRD# 295178) is a financial advisory firm headquartered in Pasadena, CA. They manage $1,209,114,893 in 1,594 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,209MILLION
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Total Number of Accounts1,594ACCOUNTS
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Average Account Value$758,541
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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, GA, HI, NE, OH, TX
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