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WEALTHSPIRE ADVISORS
Tel: (212) 973-1200
521 Fifth Avenue 15th Floor
New York, New York 10175
WEALTHSPIRE ADVISORS
WEALTHSPIRE ADVISORS is a New York, New York based financial advisory firm with nearly $21,691,716,165 in assets under management and provides investment advisory services for 8100 clients. There are currently 294 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
106181
SEC#:
801-49390
No. of Clients:
8100
Assets under Management
$21,691,716,165
No. of Advisors:
294
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