CRD: 149450
Pinedo Financial Services
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-24-2009
- Office Locations
- 1
Office Locations
About Pinedo Financial Services
Pinedo Financial Services is a CFP-led practice serving individuals and families, with a niche focus on school district employees. The firm emphasizes retirement strategy and financial planning with attention to tax implications, and coordinates investment management with life and long-term care insurance planning to help protect family legacy goals. Portfolios commonly use public funds, ETFs, and core fixed income. Affiliated with LPL Financial.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEVEN BRIEN PINEDO
President
- CRD
- #4588673
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,349,680 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,349,680 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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