Aladino Financial Services, Inc.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Christopher Bell
Registered RepresentativeCRD 7928214
James Parenti
Investment Advisor RepresentativeCRD 1031840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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