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DAVIDSON WEALTH MANAGEMENT LLC
Tel: 732-409-1060
198 Route 9 N Ste 205
Manalapan, New Jersey 07726
DAVIDSON WEALTH MANAGEMENT LLC
DAVIDSON WEALTH MANAGEMENT LLC is a Manalapan, New Jersey based financial advisory firm with nearly $147,636,663 in assets under management and provides investment advisory services for 635 clients. There are currently 5 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 , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
153227
SEC#:
801-71216
No. of Clients:
635
Assets under Management
$147,636,663
No. of Advisors:
5
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