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THEPARTNERS WEALTH MANAGEMENT

Tel: 800-324-3010
Nw Corner Ocean Avenue And Mission Street
Second Level
Carmel By The Sea, California  93921

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THEPARTNERS WEALTH MANAGEMENT

THEPARTNERS WEALTH MANAGEMENT is a Carmel By The Sea, California based financial advisory firm with nearly $172,525,504 in assets under management and provides investment advisory services for 565 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (TAMP PROGRAM/MODEL MANAGER/SUB ADVISOR)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

314816

SEC#:

801-122637

No. of Clients:

565

Assets under Management

$172,525,504

No. of Advisors:

7

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