Transparent Wealth Consulting LLC
Transparent Wealth Consulting LLC (CRD# 283193) is a financial advisory firm headquartered in New York, NY. They manage $42,000,000 in 209 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management42MILLION
Total Number of Accounts209ACCOUNTS
Average Account Value$200,957
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NY, TX
Colleen Knapp (CRD# 847427) is an Investment Advisor Representative working at Transparent Wealth Consulting LLC in New York, NY and has over 30 years of experience in the finance industry.