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).
Total Assets Under Management3MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$421,667
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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.