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RE-ENVISION WEALTH
Tel: 301-233-7903
590 Madison Avenue, Ibm Building 21th Floor
Manhattan, New York 10022
RE-ENVISION WEALTH
RE-ENVISION WEALTH is a Manhattan, New York based financial advisory firm with nearly $125,839,734 in assets under management and provides investment advisory services for 129 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
299357
SEC#:
801-123745
No. of Clients:
129
Assets under Management
$125,839,734
No. of Advisors:
4
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