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ORGEL WEALTH MANAGEMENT, LLC

Tel: 715-835-6525
2420 Rivers Edge Drive
Altoona, Wisconsin  54720

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ORGEL WEALTH MANAGEMENT, LLC

ORGEL WEALTH MANAGEMENT, LLC is a Altoona, Wisconsin based financial advisory firm with nearly $7,104,580,359 in assets under management and provides investment advisory services for 10031 clients. There are currently 78 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

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

168219

SEC#:

801-78284

No. of Clients:

10031

Assets under Management

$7,104,580,359

No. of Advisors:

78

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