Mangan Wealth Management
Mangan Wealth Management (CRD# 143863) is a financial advisory firm headquartered in Seattle, WA. They manage $41,000,000 in 85 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management41MILLION
Total Number of Accounts85ACCOUNTS
Average Account Value$482,353
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Rick Mangan (CRD# 4482786) is an Investment Advisor Representative working at Mangan Wealth Management in Seattle, WA and has over 14 years of experience in the finance industry. Frederick Mangan has the following designations, Certified Financial Planner (CFP®), Certified Public Accountant (CPA) and Professtional Financial Specialist (PFS).
CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. CPA professionals must pass the comprehensive CPA exam and must have met additional state certification experience requirements. PFS holders must be a CPA who specialize in the area of financial planning, along with passing an examination and meet other criteria.