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PINEDO FINANCIAL SERVICES
CRD 149450
2281 LAVA RIDGE COURT, SUITE 200, ROSEVILLE, CA, 95661, United States
Phone
(209) 579-9992
Fax
(877) 740-8809
Registration
— (—)
Source
State registered
Total AUM
$21.3M
Discretionary AUM
$21.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $15.9M |
All web addresses on file
Official SEC filing: View on IAPD