BALUDEN FINANCIAL

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

Firm details

Headquarters
SACRAMENTO, California
CRD number
340191
Fee structure
Hourly Charges, Subscription Fees, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Baluden Financial is structured as a limited liability company that appears to operate as a fee-for-service advisory practice rather than a discretionary asset manager. Its client-facing work centers on financial planning and delivering educational seminars or workshops. The firm bills clients through hourly engagements, subscription arrangements, and fixed-fee projects rather than relying primarily on asset-based fees. Regulatory and classification fields in the available snapshot are sparse; Baluden Financial is not identified as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. The profile does not list pension consulting, related-adviser relationships, or other institutional advisory roles, suggesting the business model is focused on individual planning and education rather than institutional asset management.

Assets & Accounts

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

1 of 1
  • JARRETT DUTRA

    Founder & PrincipalCRD 8211936

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth