Financial Strategies & Wealth Management, LLC
Financial Strategies & Wealth Management, LLC (CRD# 144301) is a financial advisory firm headquartered in , . They manage $2,184,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Financial Strategies & Wealth Management, LLC
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$136,500
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Commissions
- Other
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Financial Strategies & Wealth Management, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.