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MOMENTOUS WEALTH MANAGEMENT, INC.

Tel: 360-597-4570
300 E. 17th Street
Vancouver, Washington  98663

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MOMENTOUS WEALTH MANAGEMENT, INC.

MOMENTOUS WEALTH MANAGEMENT, INC. is a Vancouver, Washington based financial advisory firm with nearly $313,583,143 in assets under management and provides investment advisory services for 1049 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, Fixed fees

Firm CRD#:

288429

SEC#:

801-110752

No. of Clients:

1049

Assets under Management

$313,583,143

No. of Advisors:

5

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