Overview
Assets Under Management: $374 million
Headquarters: STOCKTON, CA
High-Net-Worth Clients: 56
Average Client Assets: $1.0 million
Frequently Asked Questions
FINANCIAL DECISIONS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118883), FINANCIAL DECISIONS, INC. is subject to fiduciary duty under federal law.
FINANCIAL DECISIONS, INC. is headquartered in STOCKTON, CA.
FINANCIAL DECISIONS, INC. serves 56 high-net-worth clients according to their SEC filing dated February 13, 2018. View client details ↓
According to their SEC Form ADV, FINANCIAL DECISIONS, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
FINANCIAL DECISIONS, INC. manages $374 million in client assets according to their SEC filing dated February 13, 2018.
According to their SEC Form ADV, FINANCIAL DECISIONS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.52%
Average Client Assets: $1.0 million
Total Client Accounts: 726
Discretionary Accounts: 726
Regulatory Filings
CRD Number: 118883
Filing ID: 1175773
Last Filing Date: 2018-02-13 10:29:00