PEDICORD WEALTH MANAGEMENT, LLC
CRD #314931 SEC #801-121740 ROCKLIN, CA 916-596-6433
SEC Registered
Total AUM
$97.4M
Discretionary
$92.8M
Employees
2
Clients
0
Accounts
188
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2022 | $97.4M | $92.8M | $4.6M | 2 | 0 |
| Dec 2021 | $97.4M | $92.8M | $4.6M | 2 | 0 |
| Nov 2021 | $97.4M | $92.8M | $4.6M | 2 | 0 |
| Aug 2021 | $0 | $0 | $0 | 2 | 0 |
| Jun 2021 | $0 | $0 | $0 | 2 | 0 |
| Jun 2021 | $0 | $0 | $0 | 2 | 0 |
DateJan 2022
Total AUM$97.4M
Discretionary$92.8M
Non-Disc.$4.6M
Employees2
Clients0
DateDec 2021
Total AUM$97.4M
Discretionary$92.8M
Non-Disc.$4.6M
Employees2
Clients0
DateNov 2021
Total AUM$97.4M
Discretionary$92.8M
Non-Disc.$4.6M
Employees2
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0