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
Find an advisor in San Marino| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $4,250,000 | 1 advisors |
How we came up with this list
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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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.
Assets under management
$4,250,000
Headcount
1 advisor
Fee structure
A percentage of assets under your management
SEC number
801-122232
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.