Custom Wealth Management Inc.
Custom Wealth Management Inc. (CRD# 321121) is a financial advisory firm headquartered in Bullhead City, AZ. They manage $13,055,207 in 18 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Custom Wealth Management Inc.
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts18ACCOUNTS
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Average Account Value$725,289
Compensation Options
- A percentage of assets under your management
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA
Financial Advisors at Custom Wealth Management Inc.
No Advisor Found.
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