# Pinedo Financial Services

> Pinedo Financial Services is a state-registered investment advisory firm in Roseville, CA, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 149450
- Filed as: PINEDO FINANCIAL SERVICES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Roseville, CA
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149450
- AdvisorCensus page: https://advisorcensus.com/firm/pinedo-financial-services-roseville-ca-149450

## Quick answers

**How is Pinedo Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Pinedo Financial Services reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pinedo Financial Services located?**
Pinedo Financial Services' principal office is in Roseville, CA, according to its Form ADV.

**Is Pinedo Financial Services registered with the SEC or a state?**
Pinedo Financial Services is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149450.

**How much does Pinedo Financial Services manage?**
Pinedo Financial Services reports $21,349,680 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (100% discretionary).

**What types of clients does Pinedo Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (140).

**Does Pinedo Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149450

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $21,349,680
- Discretionary: $21,349,680
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 140 | $15,940,218 |
| High net worth individuals | Fewer than 5 | $5,409,462 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pinedofinancialservices.com
- yelp.com/biz/pinedo-financial-services-modesto
- Facebook facebook.com
- LinkedIn @steven-pinedo-416328219

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinedo Financial Services (CRD 149450): Form ADV filing data as of October 2026.