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MOULTON WEALTH MANAGEMENT, INC

Tel: 509-922-3110
420 N Evergreen Rd.
Suite 100
Spokane Valley, Washington  99216

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MOULTON WEALTH MANAGEMENT, INC

MOULTON WEALTH MANAGEMENT, INC is a Spokane Valley, Washington based financial advisory firm with nearly $144,028,737 in assets under management and provides investment advisory services for 566 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 , Education seminars/workshops

Fee Structure:

A percentage of AUM

Firm CRD#:

304598

SEC#:

801-117148

No. of Clients:

566

Assets under Management

$144,028,737

No. of Advisors:

5

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