Pde Wealth Advisors, LLC

Pde Wealth Advisors, LLC (CRD# 291373) is a financial advisory firm headquartered in Rancho Cucamonga, CA. They manage $25,679,834 in 105 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
10370 Commerce Center Drive, Suite B-230, Rancho Cucamonga, CA 91730
http://www.pdewealthadvisors.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $244,570
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Pde Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Flores, financial advisor Rancho Cucamonga CA
Daniel G. Flores
CRD#: 6154907
10370 Commerce Center Drive, Suite B-230, Rancho Cucamonga, CA 91730

Daniel Flores (CRD# 6154907) is an Investment Advisor Representative working at Pde Wealth Advisors, LLC in Rancho Cucamonga, CA and has over 11 years 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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