Udine Wealth Management Inc.

Udine Wealth Management Inc. (CRD# 147158) is a financial advisory firm headquartered in , . They manage $174,782,390 in 528 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
http://www.udinewealth.com
By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    528
    ACCOUNTS
  • Average Account Value
    $331,027
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NC, NJ, NY, TX

Financial Advisors at Udine Wealth Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Scott Udine, financial advisor Boca Raton FL
Scott R. Udine
CRD#: 1832991
Boca Raton, FL

Scott Udine (CRD# 1832991) is an Investment Advisor Representative working at Udine Wealth Management Inc. in Boca Raton, FL and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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