PINEDO FINANCIAL SERVICES
Firm details
- Headquarters
- ROSEVILLE, California
- CRD number
- 149450
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals74.66%
- HNWI25.34%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pinedo Financial Services is a small advisory corporation serving individual and family clients. The firm is owner-operated and charges clients a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals and small businesses, and it also provides portfolio services to businesses or institutions. The adviser is not identified as a capital allocator, does not present itself as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds30%
- Public Funds/Mutual Funds30%
- Exchange Traded Equities20%
- US Government Bonds15%
- Cash & Cash Equivalents5%
Contacts
1 of 1STEVEN PINEDO
Financial AdvisorCRD 4588673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROSEVILLE, CA
PLACER
Location
ROSEVILLE, CA
Headquartered in ROSEVILLE, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- PLACER
- Address
- 2281 Lava Ridge Ct
- Time zone
- PT (UTC-8)
- Office locations
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