Isadore Private Wealth, LLC
Isadore Private Wealth, LLC (CRD# 172107) is a financial advisory firm headquartered in Traverse City, MI. They manage $5,200,000 in 34 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts34ACCOUNTS
Average Account Value$152,941
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Neil Witkowski (CRD# 4417159) is an Investment Advisor Representative working at Isadore Private Wealth, LLC in Traverse City, MI and has over 13 years of experience in the finance industry.