Pinedo Financial Services
Pinedo Financial Services (CRD# 149450) is a financial advisory firm headquartered in Modesto, CA. They manage $16,674,703 in 147 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts147ACCOUNTS
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Average Account Value$113,433
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Pinedo Financial Services
1
Steven Pinedo (CRD# 4588673) is an Investment Advisor Representative working at Pinedo Financial Services in Modesto, CA and has over 20 years of experience in the finance industry.
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