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Bruno Gouveia Mendes

MENDES WEALTH MANAGEMENT, LLC·TEMPLE CITY, California
Unclaimed Profile
5926 TEMPLE CITY BLVD, TEMPLE CITY, CA 91780CRD# 6946888Firm CRD# 315950
01

About

Bruno Gouveia Mendes is a registered financial advisor based in TEMPLE CITY, California, affiliated with MENDES WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MENDES WEALTH MANAGEMENT, LLC
MENDES WEALTH MANAGEMENT, LLC
AUM
$6M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MENDES WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6946888
Firm CRD# 315950
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bruno Gouveia Mendes offer?
Bruno Gouveia Mendes specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TEMPLE CITY, California for a consultation.
What are Bruno Gouveia Mendes's credentials?
Bruno Gouveia Mendes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruno Gouveia Mendes located?
Bruno Gouveia Mendes is based in TEMPLE CITY, California, working with MENDES WEALTH MANAGEMENT, LLC. Their office serves clients in the TEMPLE CITY metropolitan area and surrounding communities.
How does Bruno Gouveia Mendes charge for services?
Bruno Gouveia Mendes'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 MENDES WEALTH MANAGEMENT, LLC?
MENDES WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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