Baroldi Wood Mance Financial Advisors, LLC

Overview

Baroldi Wood Mance Financial Advisors, LLC is an independent, California-registered LLC that operates primarily as a fee-based advisory practice (percentage of AUM). The firm identifies its owner type as individual and serves both individual and family clients as well as institutional relationships. Its advisory activity centers on portfolio management for individuals and small businesses, and the firm lists accounting as a core business/industry affiliation—indicating a combined financial planning and tax/accounting orientation to client service. The adviser does not describe itself as an active ESG investor and is not structured as a multi-state or capital-allocating firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices