{
  "crd_number": 153185,
  "slug": "firmo-investment-consulting-services-pasadena-ca-153185",
  "primary_business_name": "FIRMO INVESTMENT CONSULTING SERVICES",
  "legal_name": "JIMENEZ, JAVIER RIVERA",
  "dbas": [],
  "city": "Pasadena",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2011-06-03",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 3700000.0,
  "raum_discretionary": 3700000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 400000.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 3300000.0,
      "count": 12
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "TX",
    "UT"
  ],
  "websites": [
    "https://facebook.com/firmofinancial",
    "https://firmofinancial.com",
    "https://linkedin.com/company/firmo-investment-consulting- services",
    "https://linkedin.com/in/mrjavierjimenez"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153185",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "PASADENA",
  "url": "https://advisorcensus.com/firm/firmo-investment-consulting-services-pasadena-ca-153185",
  "display_name": "Firmo Investment Consulting Services",
  "summary": "Firmo Investment Consulting Services is a state-registered investment advisory firm in Pasadena, CA, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Firmo Investment Consulting Services (CRD 153185): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Firmo Investment Consulting Services compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Firmo Investment Consulting Services reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Firmo Investment Consulting Services located?",
      "a": "Firmo Investment Consulting Services' principal office is in Pasadena, CA, according to its Form ADV."
    },
    {
      "q": "Is Firmo Investment Consulting Services registered with the SEC or a state?",
      "a": "Firmo Investment Consulting Services is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 153185."
    },
    {
      "q": "How much does Firmo Investment Consulting Services manage?",
      "a": "Firmo Investment Consulting Services reports $3,700,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Firmo Investment Consulting Services serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (12)."
    },
    {
      "q": "Does Firmo Investment Consulting Services report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153185"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/firmo-investment-consulting-services-pasadena-ca-153185.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 400000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 12,
      "fewer_than_5": false,
      "raum": 3300000.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153185",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}