Aladino Financial Services, Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

Firm details

Headquarters
El Dorado Hills, California
CRD number
135881
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Aladino Financial Services, Inc. is a small, individually owned corporate adviser that describes itself principally as a financial planning and advisory practice with the capacity to select third‑party managers. The firm is identified as a capital allocator and notes it charges clients via hourly fees, fixed fees and other fee arrangements rather than an asset‑based schedule. Regulatory details are limited in the available data (SEC registration year not listed); the firm reports it is not a multi‑state adviser and does not identify as an active ESG investor or a pension consultant. Advisory activities center on financial planning and the selection of other advisers. The firm also lists affiliations across several related industries — including other investment advisers, a law firm, an insurance company and a real estate broker — which suggests it may leverage external specialists when implementing client strategies or facilitating transactions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Christopher Bell

    Christopher Bell

    Registered RepresentativeCRD 7928214

  • James Parenti

    Investment Advisor RepresentativeCRD 1031840

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

El Dorado Hills, CA

El Dorado

Location

El Dorado Hills, CA

Headquartered in El Dorado Hills, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
El Dorado
Address
3907 Park Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth