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Simon Holford
from Pasadena Private Wealth, LLC
Simon Holford is a financial advisor based in California, Pasadena,
with 24 years of experience. Simon currently works for
Pasadena Private Wealth, LLC.
Simon maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Simon Holford works at Pasadena Private Wealth, LLC
Pasadena Private Wealth, LLC is a financial advisory firm based in Pasadena, California. It currently has approximately $697,980,366 of assets under management and employs about 10 people. Pasadena Private Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
17 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
2 North Lake Avenue, Suite 520, Pasadena, California, 91101
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