Soledad Investment Management, LLC

Soledad Investment Management, LLC (CRD# 145975) is a financial advisory firm headquartered in San Diego, CA. They manage $2,530,000 in 6 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $421,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, TX

Financial Advisors at Soledad Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Luong D. Nguyen
CRD#: 3200006
12555 High Bluff Drive, Ste 180, San Diego, CA 92130
90
Wealthminder
score

Luong Nguyen (CRD# 3200006) is an Investment Advisor Representative working at Soledad Investment Management, LLC in San Diego, CA and has 1 year of experience in the finance industry.

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