Pdv Financial Management

Pdv Financial Management (CRD# 120205) is a financial advisory firm headquartered in Los Angeles, CA. They manage $75,166,101 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $751,661
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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 Pdv Financial Management
Showing 1 - 3 of 3 top financial advisors.
1
Nga Y. Ho
CRD#: 5162507
10680 West Pico Boulevard, Suite 400, Los Angeles, CA 90064
93
Wealthminder
score

Nga Ho (CRD# 5162507) is an Investment Advisor Representative working at Pdv Financial Management in Los Angeles, CA and has over 10 years of experience in the finance industry.

2
Deborah W. Lee
CRD#: 4680696
10680 W. Pico Blvd., Suite 400, Los Angeles, CA 90064
93
Wealthminder
score

Deborah Lee (CRD# 4680696) is an Investment Advisor Representative working at Pdv Financial Management in Los Angeles, CA and has over 15 years of experience in the finance industry.

3
Che H. Lee
CRD#: 2536883
10680 W. Pico Boulevard, Suite 400, Los Angeles, CA 90064
87
Wealthminder
score

Che Lee (CRD# 2536883) is an Investment Advisor Representative working at Pdv Financial Management in Los Angeles, CA and has 1 year of experience in the finance industry.

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