Unclaimed Profile

George Nmn Madrigal

PENSERRA WEALTH MANAGEMENT LLC·ORINDA, California

Clean recordPENSERRA WEALTH MANAGEMENT LLC

4 ORINDA WAY,, ORINDA, CA 94563CRD# 3204950Firm CRD# 333218

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Nmn Madrigal · ORINDA, CA

Registration

CRD #3204950 · PENSERRA WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

George Nmn Madrigal is a registered financial advisor based in ORINDA, California, affiliated with PENSERRA WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PENSERRA WEALTH MANAGEMENT LLC

PENSERRA WEALTH MANAGEMENT

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at PENSERRA WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3204950

Firm CRD# 333218

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Frequently Asked Questions

What services does George Nmn Madrigal offer?

George Nmn Madrigal specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ORINDA, California for a consultation.

What are George Nmn Madrigal's credentials?

George Nmn Madrigal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Nmn Madrigal located?

George Nmn Madrigal is based in ORINDA, California, working with PENSERRA WEALTH MANAGEMENT LLC. Their office serves clients in the ORINDA metropolitan area and surrounding communities.

How does George Nmn Madrigal charge for services?

George Nmn Madrigal'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 PENSERRA WEALTH MANAGEMENT LLC?

PENSERRA WEALTH MANAGEMENT LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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