ALADINO FINANCIAL SERVICES, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

Firm details

Headquarters
EL DORADO HILLS, California
CRD number
135881
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Aladino Financial Services, Inc. operates as a small, corporately structured advisory practice focused on financial planning and the selection of outside managers. The firm positions itself as a capital allocator rather than a traditional discretionary asset gatherer: it advises clients, recommends third‑party managers and structures solutions instead of centrally managing large proprietary portfolios. Fee arrangements include hourly and fixed fees and other non‑AUM charges, which aligns with a consulting/financial planning‑first model. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser. Industry ties are notable: the adviser is affiliated with an insurance company, a law firm, a real estate broker and other investment advisers. Those relationships suggest the firm sources investment and solution components through external partners and can coordinate legal, insurance and real estate inputs when building client plans.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Christopher Bell

    Registered RepresentativeCRD 7928214

  • JAMES PARENTI

    Registered RepresentativeCRD 1031840

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

EL DORADO HILLS, CA

EL DORADO

Location

EL DORADO HILLS, CA

Headquartered in EL DORADO HILLS, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
EL DORADO
Address
3907 Park Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth