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JEPPSON WEALTH MANAGEMENT, LLC

Tel: 424-456-3111
1230 Rosecrans Avenue
Suite 300
Manhattan Beach, California  90266

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JEPPSON WEALTH MANAGEMENT, LLC

JEPPSON WEALTH MANAGEMENT, LLC is a Manhattan Beach, California based financial advisory firm with nearly $642,242,998 in assets under management and provides investment advisory services for 870 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

305552

SEC#:

801-117384

No. of Clients:

870

Assets under Management

$642,242,998

No. of Advisors:

6

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