Itasca Wealth Management, LLC
Itasca Wealth Management, LLC (CRD# 176512) is a financial advisory firm headquartered in , . They manage $8,482,620 in 21 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts21ACCOUNTS
Average Account Value$403,934
- 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
Richard Bruce (CRD# 1314936) is an Investment Advisor Representative working at Itasca Wealth Management, LLC in Estero, FL and has over 33 years of experience in the finance industry.