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FINDEC WEALTH SERVICES, INC.

Tel: 209-957-7413
1776 W. March Lane
Suite 190
Stockton, California  95207

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FINDEC WEALTH SERVICES, INC.

FINDEC WEALTH SERVICES, INC. is a Stockton, California based financial advisory firm with nearly $963,900,000 in assets under management and provides investment advisory services for 1381 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

311949

SEC#:

801-120139

No. of Clients:

1381

Assets under Management

$963,900,000

No. of Advisors:

4

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