Hidalgo,Janet

Overview

Janet Hidalgo operates a sole-proprietorship independent RIA that advises individual and family clients, with an emphasis on financial planning and portfolio management for individuals and small businesses. The practice charges a combination of a percentage of assets under management and hourly fees. The firm is not identified as a capital allocator, does not report active ESG investing, and is not flagged as a multi-state adviser. SEC registration year is not listed in the available record.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices