Findec Wealth Services, Inc.
Stockton, California
1.0
10 Reviews
Findec Wealth Services, Inc. is a highly esteemed investment advisory firm headquartered in Stockton, CA. With a single office, the firm focuses on providing exceptional wealth management services to a discerning clientele. Findec Wealth Services, Inc. boasts a team of four dedicated professionals, with three of them serving as investment advisors. Impressively, the firm's investment advisors have an average of approximately $260,010,000 in assets under management per advisor, well above the industry average. This reflects their expertise and ability to effectively manage substantial portfolios on behalf of their clients. Find...
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Assets Under Mgmt

$780.03M

Investment Professionals

3

Locations

0

% 401K & Individual

8%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
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