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NERAD + DEPPE WEALTH MANAGEMENT

Tel: 858-457-1325
4250 Executive Square
Suite 545
La Jolla, California  92037

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NERAD + DEPPE WEALTH MANAGEMENT

NERAD + DEPPE WEALTH MANAGEMENT is a La Jolla, California based financial advisory firm with nearly $162,418,341 in assets under management and provides investment advisory services for 645 clients. There are currently 2 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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

151284

SEC#:

801-123689

No. of Clients:

645

Assets under Management

$162,418,341

No. of Advisors:

2

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