Baluden Financial

RIASEC & State Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Sacramento, California
CRD number
340191
Website
baluden.co
Fee structure
Hourly Charges, Subscription Fees, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Baluden Financial operates as a California-based limited liability company and is registered with the SEC (registration year unknown). The firm is individually owned and categorized as unclassified. Its client-facing work centers on financial planning and delivering educational seminars and workshops rather than acting as a traditional asset manager. Fee arrangements are non-asset-based and include hourly charges, subscription fees, and fixed fees. The firm is not organized as a multi-state adviser, is not a capital allocator, and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Jarrett Dutra

    Jarrett Dutra

    Founder & PrincipalCRD 8211936

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Sacramento, CA

Sacramento

Location

Sacramento, CA

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

Metro area
Sacramento-Roseville, CA
Region
West
County
Sacramento
Address
2108 N St
Time zone
PT (UTC-8)
Office locations

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