Medina Financial, LLC

Medina Financial, LLC (CRD# 300643) is a financial advisory firm headquartered in Grace, ID. They manage $1,073,357 in 23 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2117 Highline View Rd, Grace, ID 83241
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $46,668
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, ID, TX

Financial Advisors at Medina Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Esau Medina, financial advisor Grace ID
Esau Medina
CRD#: 7087176
Grace, ID

Esau Medina (CRD# 7087176) is an Investment Advisor Representative working at Medina Financial, LLC in Grace, ID and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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