Pinedo Financial Services

Pinedo Financial Services (CRD# 149450) is a financial advisory firm headquartered in Modesto, CA. They manage $16,674,703 in 147 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3340 Tully Road, Suite B-5, Modesto, CA 95350
https://www.facebook.com/profile.php?id=100069748178687
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $113,433
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Pinedo Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Steven Pinedo, financial advisor Modesto CA
Steven B. Pinedo
CRD#: 4588673
3340 Tully Road, Suite B-5, Modesto, CA 95350

Steven Pinedo (CRD# 4588673) is an Investment Advisor Representative working at Pinedo Financial Services in Modesto, CA and has over 20 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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