Conscious Capital Advisors
Conscious Capital Advisors (CRD# 304655) is a financial advisory firm headquartered in Newport Beach, CA. They manage $2,442,089 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management2MILLION
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Total Number of Accounts11ACCOUNTS
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Average Account Value$222,008
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Conscious Capital Advisors
1
Joseph Lu (CRD# 4668763) is an Investment Advisor Representative working at Conscious Capital Advisors in Newport Beach, CA and has over 20 years of experience in the finance industry.
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