Ma Wealth Management
Ma Wealth Management (CRD# 151726) is a financial advisory firm headquartered in Long Beach, CA. They manage $47,200,275 in 13 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Ma Wealth Management
By the Numbers
-
Total Assets Under Management47MILLION
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$3,630,790
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Ma Wealth Management
No Advisor Found.
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