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Firmo Investment Consulting Services

Headquartered in PASADENA, CA

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Firm Information

Firmo Investment Consulting Services is an investment advisor based in the United States, with 1 licensed agent and 1 investment advisor representative. They manage approximately $4.1 million in client assets. Their primary focus is on financial planning and portfolio management for individuals and high-net-worth individuals. The firm also assists clients with the selection of other advisors.

Firmo Investment Consulting Services

$4.10M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

FIRMO INVESTMENT CONSULTING SERVICES has a total of 1 branch locations across the country.
location

PASADENA, CA

Advisors at Firmo Investment Consulting Services

View All 1 Advisors
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Javier Rivera Jimenez

RA

PASADENA, CA

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Disclosures

There are no public disclosures for Firmo Investment Consulting Services.

Frequently Asked Questions (8)

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