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PEDICORD WEALTH MANAGEMENT, LLC
PEDICORD WEALTH MANAGEMENT, LLC
ROCKLIN, California
·
1 registered advisor
·
CRD# 314931
SEC# 801-121740
0
916-596-6433
01
Firm Overview
AUM
$97M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PEDICORD WEALTH MANAGEMENT, LLC
1 registered advisor
Dawn Christina Pedicord
ROCKLIN, California
CRD# 3193741
05
Office Locations
ROCKLIN, California
1 advisor
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Data sourced from SEC Form ADV filings. PEDICORD WEALTH MANAGEMENT, LLC (CRD# 314931) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.