PINEDO FINANCIAL SERVICES

PINEDO FINANCIAL SERVICES of ROSEVILLE, CA is an SEC-registered investment adviser (CRD 149450). Regulatory assets under management: $21.3M.

Registration

• CRD: 149450
• Type: Registered investment adviser
• Location: 2281 LAVA RIDGE COURT, ROSEVILLE, CA, 95661
• Phone: (209) 579-9992
• Latest filing: 2026-04-02
• Regulatory AUM: $21.3M
• Discretionary AUM: $21.3M
• Clients: 1
• Accounts: 145

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149450 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search