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Home > Retirement Planners > california > stockton > FINDEC WEALTH SERVICES, INC.
FINDEC WEALTH SERVICES, INC.
1776 W. March Lane
Suite 190
Stockton, California 95207
Tel: 209-957-7413
About FINDEC WEALTH SERVICES, INC.
FINDEC WEALTH SERVICES, INC, formally registered with the SEC as FINDEC WEALTH SERVICES, INC. The firm was established in 01/11/2021. They have over 1 offices throughout the country.
FINDEC WEALTH SERVICES, INC. is a Stockton, California based Financial Planning firm with nearly $963,900,000 assets under management, offering retirement planning & investment advisory services to 1381 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311949 |
| SEC# | 801-120139 |
| Assets Managed by Firm | $963,900,000 |
| No. of Clients | 1381 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1381 | $963,900,000 |
| Individuals (other than high net worth individuals) | 400 | $79,500,000 |
| High net worth individuals | 70 | $119,000,000 |
| Pension and profit sharing plans | 351 | $737,000,000 |
| Charitable organizations | 8 | $6,900,000 |
| Corporations or other businesses | 6 | $9,000,000 |
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|---|---|---|---|
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