FinDec Wealth Services is an investment advisor in Stockton with $864.01 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
853994987
SEC advisor number
801-120139
FINRA CRD number
311949
AUM ?
$963.90 mm
(as of 4 Jun 24)
Accounts
1,381
(as of 4 Jun 24)
Employees
4
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Jul 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23