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Lacey Brenden Fonseca

THE Salvetti Group

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About Lacey Brenden Fonseca

Lacey Brenden Fonseca is a financial advisor with The Salvetti Group in Stockton, CA. Lacey is a Certified Financial Planner and holds a Series 65 license. Lacey is registered with the state of California to provide Investment Advisory services. Lacey has been working in the financial services industry since February 2015. Lacey specializes in portfolio management for individuals and businesses. The Salvetti Group manages over $487 million in assets for approximately 1,842 clients.

Firm Information

Lacey Fonseca is currently registered with THE Salvetti Group. THE Salvetti Group is an investment advisor headquartered in Sacramento, California. They manage assets for individuals, high-net-worth individuals, and corporations. The firm provides portfolio management services and participates in wrap fee programs. They are registered with the SEC under number 801-128204.
THE Salvetti Group

3455 AMERICAN RIVER DR.

SACRAMENTO, CA 95864

$487.22M

Assets Under Management

Not reported

Total Clients

9

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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Lacey Fonseca’s Registration & Firm History

CA

05/14/2024 - Present

THE Salvetti Group (Stockton CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lacey Brenden Fonseca.
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