ALADINO FINANCIAL SERVICES, INC.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Christopher Bell
Registered RepresentativeCRD 7928214
JAMES PARENTI
Registered RepresentativeCRD 1031840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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