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
Udine Wealth Management Inc.
By the Numbers
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Total Assets Under Management175MILLION
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Total Number of Accounts528ACCOUNTS
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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
Registered Investment Advisor
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.
1
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.
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