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Building 2PEDICORD WEALTH MANAGEMENT, LLC

Map pinROCKLIN, CA
Phone916-596-6433
NotebookSEC #801-121740
Total AUM
$97.4M
Employees
2
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6520 LONETREE BLVD
SUITE 124
ROCKLIN
CA 95765
United States
Operating Hours
9:30-4:30PM M-TH; 9:30-1PM F
Monday - Friday
Phone
916-596-6433

ReceiptFinancials

Total AUM
$97.4M
Accounts
188
Discretionary
$92.8M
Accounts
184
Non-Discretionary
$4.6M
Accounts
4

ContactClients

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Individual Clients
44
AUM
$19.3M
HNW Individual Clients
57
AUM
$65.6M
Pension/Profit Sharing Plan Clients
7
AUM
$12.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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