Top financial advisors in San Marino, CA
We’ve curated a list of the best financial advisors in San Marino, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$4,250,000
Number of advisors
1 advisors
| $4,250,000 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in San Marino, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Marino. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Mendes Wealth Management, LLC
Mendes Wealth Management, LLC is a financial advisory firm based in San Marino, California. It currently has approximately $4,250,000 of assets under management and employs about 1 people. Mendes Wealth Management, LLC uses a fee structure of and a percentage of assets under your management.
$4,250,000 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in San Marino, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Marino. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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