Courtlandt Wealth Management
Courtlandt Wealth Management (CRD# 136639) is a financial advisory firm headquartered in Irvine, CA. They manage $5,000,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$200,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
Michael Cruz (CRD# 2130750) is an Investment Advisor Representative working at Courtlandt Wealth Management in Newport Beach, CA and has over 27 years of experience in the finance industry.