Baluden Financial
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Jarrett Dutra
Founder & PrincipalCRD 8211936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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