Angel
Mendez
Rai Wealth Management
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About this Advisor
Angel Mendez is a financial advisor based in Placentia, California, working with Rai Wealth Management. Angel has previously worked at Rai Wealth Management, Gregory Advisors, Inc, Angel Mendez Landscaping, and as a student. Angel has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Angel is part of Rai Wealth Management, which is located in Placentia, California. The firm has 5 employees and manages assets totaling $135.9 million. Rai Wealth Management serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Rai Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rai Wealth Management Brokerage Details
$135,905,953
5
493
$275,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Angel Mendez Work History
Rai Wealth Management
Gregory Advisors, Inc
Angel Mendez Landscaping
Student
Disclosures
Please visit the SEC profile of Angel Mendez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rai Wealth Management
Placentia, CA
Placentia, CA
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