Simon Holford is a registered investment advisor, based in Pasadena, CA, with 25 years of industry experience.
Location
2 North Lake Avenue, Suite 520, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Simon is the CEO and Managing Partner of Pasadena Private Wealth, LLC, dedicating nearly full-time hours to this RIA. He is also a General Partner in Pasadena Private Real Estate, LLC, spending about 10% of his time, and an insurance agent writing fixed insurance for clients, spending minimal time. Finally, Simon is the trustee of the Simon Holford Irr. Trust, spending minimal time investing assets.
Employment History
Current Registrations
Gt Securities, INC.Broker
Gt Securities, INC.
Pasadena Private Wealth, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.