Overview
Assets Under Management: $964 million
Headquarters: STOCKTON, CA
High-Net-Worth Clients: 72
Average Client Assets: $2 million
Frequently Asked Questions
FINDEC WEALTH SERVICES, 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 #311949), FINDEC WEALTH SERVICES, INC. is subject to fiduciary duty under federal law.
FINDEC WEALTH SERVICES, INC. is headquartered in STOCKTON, CA.
FINDEC WEALTH SERVICES, INC. serves 72 high-net-worth clients according to their SEC filing dated January 14, 2025. View client details ↓
According to their SEC Form ADV, FINDEC WEALTH SERVICES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
FINDEC WEALTH SERVICES, INC. manages $964 million in client assets according to their SEC filing dated January 14, 2025.
According to their SEC Form ADV, FINDEC WEALTH SERVICES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.03
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,381
Discretionary Accounts: 1,381
Regulatory Filings
CRD Number: 311949
Last Filing Date: 2025-01-14 00:00:00
Website: https://findec.com