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
By the Numbers
-
Total Assets Under Management98MILLION
-
Total Number of Accounts76ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Pdv Financial Management
No Advisor Found.
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