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FINANCIAL DECISIONS, INC.
STOCKTON, CA
209-957-7413
SEC #801-61300Total AUM
$710.7M
Employees
8Clients
684Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3555 DEER PARK DRIVE
SUITE 160
STOCKTON
CA 95219
United States
SUITE 160
STOCKTON
CA 95219
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
209-957-7413
Other Offices
1
Financials
Total AUM
$710.7M
Accounts
1,119Discretionary
$681.2M
Accounts
1,091Non-Discretionary
$29.5M
Accounts
28
Clients
Individual Clients
307AUM
$53.1M
HNW Individual Clients
55AUM
$91.7M
Pension/Profit Sharing Plan Clients
310AUM
$561.5M
Charitable Organization Clients
4AUM
$2.6M
Corporation or Business Clients
8AUM
$1.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACONVORTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.