Pdv Financial Management

Pdv Financial Management (CRD# 120205) is a financial advisory firm headquartered in Los Angeles, CA. They manage $97,767,612 in 76 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10680 W. Pico Boulevard, Suite 400, Los Angeles, CA 90064
http://www.pdvfinancial.com
By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $1,286,416
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Pdv Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Che Lee, financial advisor Los Angeles CA
Che H. Lee
CRD#: 2536883
10680 W. Pico Boulevard, Suite 400, Los Angeles, CA 90064

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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals