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Carlos Romero Mendoza

SOLANO WEALTH INVESTMENT ADVISORS, LLC·FAIRFIELD, California
Unclaimed Profile
1300 OLIVER ROAD, FAIRFIELD, CA 94534CRD# 4237221Firm CRD# 322037
01

About

Carlos Romero Mendoza is a registered financial advisor based in FAIRFIELD, California, affiliated with SOLANO WEALTH INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SOLANO WEALTH INVESTMENT ADVISORS, LLC
SOLANO WEALTH MANAGEMENT
AUM
$344M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SOLANO WEALTH INVESTMENT ADVISORS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4237221
Firm CRD# 322037
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carlos Romero Mendoza offer?
Carlos Romero Mendoza specializes in Investment Management, Fee-Only Advisory. Contact their office in FAIRFIELD, California for a consultation.
What are Carlos Romero Mendoza's credentials?
Carlos Romero Mendoza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carlos Romero Mendoza located?
Carlos Romero Mendoza is based in FAIRFIELD, California, working with SOLANO WEALTH INVESTMENT ADVISORS, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
How does Carlos Romero Mendoza charge for services?
Carlos Romero Mendoza's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOLANO WEALTH INVESTMENT ADVISORS, LLC?
SOLANO WEALTH INVESTMENT ADVISORS, LLC has approximately 4 employees and manages $344M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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