Pedicord Wealth Management, LLC

Pedicord Wealth Management, LLC (CRD# 314931) is a financial advisory firm headquartered in Rocklin, CA. They manage $80,602,548 in 175 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6520 Lonetree Blvd, Suite 124, Rocklin, CA 95765
http://www.yourwealthlife.com
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $460,586
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Pedicord Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dawn Pedicord, financial advisor Rocklin CA
Dawn C. Pedicord
CRD#: 3193741
6520 Lonetree Blvd, Suite 124, Rocklin, CA 95765

Dawn Pedicord (CRD# 3193741) is an Investment Advisor Representative working at Pedicord Wealth Management, LLC in Rocklin, CA and has over 25 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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