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
By the Numbers
-
Total Assets Under Management17MILLION
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Total Number of Accounts147ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Pinedo Financial Services
1
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.
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