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WEALTH TEAMS ALLIANCE

Tel: 877-282-4768
15520 Rockfield Blvd
Suite G
Irvine, California  92618

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WEALTH TEAMS ALLIANCE

WEALTH TEAMS ALLIANCE is a Irvine, California based financial advisory firm with nearly $199,313,862 in assets under management and provides investment advisory services for 912 clients. There are currently 26 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

168907

SEC#:

801-122977

No. of Clients:

912

Assets under Management

$199,313,862

No. of Advisors:

26

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