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WEALTH MANAGEMENT
Tel: 402-371-1160
125 South 4th Street Norfolk, Nebraska 68701
WEALTH MANAGEMENT
WEALTH MANAGEMENT is a Norfolk, Nebraska based financial advisory firm with nearly $2,782,818,058 in assets under management and provides investment advisory services for 3482 clients. There are currently 60 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Publication of periodicals and newsletters , Education seminars/workshops , Other (SUB-ADVISOR AND BACK OFFICE SUPPORT SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
137080
SEC#:
801-65977
No. of Clients:
3482
Assets under Management
$2,782,818,058
No. of Advisors:
60
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