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RE-ENVISION WEALTH

Tel: 301-233-7903
590 Madison Avenue, Ibm Building
21th Floor
Manhattan, New York  10022

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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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