Duckworth Wealth Advisors, Inc.
Duckworth Wealth Advisors, Inc. (CRD# 108114) is a financial advisory firm headquartered in Newport Beach, CA. They manage $132,199,245 in 147 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management132MILLION
Total Number of Accounts147ACCOUNTS
Average Account Value$899,315
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)