BALUDEN FINANCIAL
Firm details
- Headquarters
- SACRAMENTO, California
- CRD number
- 340191
- Fee structure
- Hourly Charges, Subscription Fees, Fixed Fees
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Baluden Financial is structured as a limited liability company that appears to operate as a fee-for-service advisory practice rather than a discretionary asset manager. Its client-facing work centers on financial planning and delivering educational seminars or workshops. The firm bills clients through hourly engagements, subscription arrangements, and fixed-fee projects rather than relying primarily on asset-based fees. Regulatory and classification fields in the available snapshot are sparse; Baluden Financial is not identified as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. The profile does not list pension consulting, related-adviser relationships, or other institutional advisory roles, suggesting the business model is focused on individual planning and education rather than institutional asset management.
Assets & Accounts
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
1 of 1JARRETT DUTRA
Founder & PrincipalCRD 8211936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SACRAMENTO, CA
SACRAMENTO
Location
SACRAMENTO, CA
Headquartered in SACRAMENTO, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- SACRAMENTO
- Address
- 2108 N St
- Time zone
- PT (UTC-8)
- Office locations
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