Fallenbaum Cpa & Wealth Management, LLC
Fallenbaum Cpa & Wealth Management, LLC (CRD# 154314) is a financial advisory firm headquartered in Sunrise, FL. They manage $8,878,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts32ACCOUNTS
Average Account Value$277,438
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Donald Fallenbaum (CRD# 2599102) is an Investment Advisor Representative working at Fallenbaum Cpa & Wealth Management, LLC in Sunrise, FL and has over 13 years of experience in the finance industry.