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ZERMATT WEALTH PARTNERS

Tel: 619-491-0225
2251 San Diego Ave.
Suite B-257
San Diego, California  92110

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ZERMATT WEALTH PARTNERS

ZERMATT WEALTH PARTNERS is a San Diego, California based financial advisory firm with nearly $149,992,356 in assets under management and provides investment advisory services for 581 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

105736

SEC#:

801-17502

No. of Clients:

581

Assets under Management

$149,992,356

No. of Advisors:

7

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