Wellspring99
Wellspring99 (CRD# 162427) is a financial advisory firm headquartered in Tucson, AZ. They manage $4,967,378 in 51 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts51ACCOUNTS
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Average Account Value$97,400
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Wellspring99
No Advisor Found.
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