Developing Financial
Developing Financial (CRD# 315242) is a financial advisory firm headquartered in , . They manage $982,340 in 44 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Developing Financial
By the Numbers
-
Total Assets Under Management1MILLION
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Total Number of Accounts44ACCOUNTS
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Average Account Value$22,326
Compensation Options
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Developing Financial
1
Leonidas Jones (CRD# 7230796) is an Investment Advisor Representative working at Developing Financial in Pacifica, CA and has over 4 years of experience in the finance industry.
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