Masani Wealth Management, LLC
Masani Wealth Management, LLC (CRD# 169666) is a financial advisory firm headquartered in , . They manage $40,800,000 in 209 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management41MILLION
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Total Number of Accounts209ACCOUNTS
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Average Account Value$195,215
- 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
NJ, PA, TX
Adil Masani (CRD# 2225799) is an Investment Advisor Representative working at Masani Wealth Management, LLC in West Chester, PA and has over 31 years of experience in the finance industry. Adil Masani has taken additional exams to become a Certified Financial Planner (CFP®). 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 put clients' interests first and comply with the Financial Planning Practice Standards.