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FERNANDEZ FINANCIAL ADVISORY, LLC

FERNANDEZ FINANCIAL ADVISORY, L.L.C.

CRD 112954

Visit website

5212 KATELLA AVE., SUITE 205, LOS ALAMITOS, CA, 90720, United States

Phone

562-594-4454

Fax

8665742936

Registration

— (—)

Source

State registered

Total AUM

$66.0M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 80 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals40$1.0M
High net worth individuals14$65.0M

All web addresses on file

Official SEC filing: View on IAPD