FERNANDEZ FINANCIAL ADVISORY, LLC

FERNANDEZ FINANCIAL ADVISORY, LLC of LOS ALAMITOS, CA is an SEC-registered investment adviser (CRD 112954). Regulatory assets under management: $66.0M.

Registration

• CRD: 112954
• Type: Registered investment adviser
• Location: 5212 KATELLA AVE., LOS ALAMITOS, CA, 90720
• Phone: 562-594-4454
• Latest filing: 2026-03-26
• Regulatory AUM: $66.0M
• Non-discretionary AUM: $66.0M
• Clients: 1
• Accounts: 147

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112954 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search