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NERAD + DEPPE WEALTH MANAGEMENT
Tel: 858-457-1325
4250 Executive Square Suite 545
La Jolla, California 92037
NERAD + DEPPE WEALTH MANAGEMENT
NERAD + DEPPE WEALTH MANAGEMENT is a La Jolla, California based financial advisory firm with nearly $162,418,341 in assets under management and provides investment advisory services for 645 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
151284
SEC#:
801-123689
No. of Clients:
645
Assets under Management
$162,418,341
No. of Advisors:
2
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