Picacho Financial Consulting

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
5
Advisory reps
2

Firm details

Headquarters
Hermosa Beach, California
CRD number
344639
Registered since
October 23, 2026
Fee structure
Percentage of AUM
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Picacho Financial Consulting LLC is a newly formed advisory firm that registered with the SEC in 2026. The firm is organized as a limited liability company and is owned by an individual. Its stated business model is fee-based, charging a percentage of assets under management. Advisory activity on file centers on portfolio management for both individuals/small businesses and for businesses or institutional clients. FINTRX categorizes the firm as "Unclassified" and does not list it as a multi-state adviser.

Assets & Accounts

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

Owners & executives

FINTRX

Contacts

FINTRX

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

Hermosa Beach, CA

Los Angeles

Location

Hermosa Beach, CA

Headquartered in Hermosa Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
1836 The Strand
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth