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).
Current Firm Details
By the Numbers
-
Total Assets Under Management42MILLION
-
Total Number of Accounts209ACCOUNTS
-
Average Account Value$200,957
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NY, TX
Financial Advisors at Transparent Wealth Consulting LLC
1
Colleen Knapp (CRD# 847427) is an Investment Advisor Representative working at Transparent Wealth Consulting LLC in New York, NY and has over 31 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.