Isadore Private Wealth, LLC

Isadore Private Wealth, LLC (CRD# 172107) is a financial advisory firm headquartered in Traverse City, MI. They manage $9,793,765 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
13561 S. West Bay Shore Dr., Suite 200, Traverse City, MI 49684
https://www.linkedin.com/in/neil-witkowski-79370750/
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $184,788
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Isadore Private Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Neil Witkowski, financial advisor Traverse City MI
Neil E. Witkowski
CRD#: 4417159
13561 S. West Bay Shore Dr., Suite 200, Traverse City, MI 49684

Neil Witkowski (CRD# 4417159) is an Investment Advisor Representative working at Isadore Private Wealth, LLC in Traverse City, MI and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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