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ENDOWMENT WEALTH MANAGEMENT, INC.
Tel: 920-785-6010
W6272 Communication Court Appleton, Wisconsin 54914-8531
ENDOWMENT WEALTH MANAGEMENT, INC.
ENDOWMENT WEALTH MANAGEMENT, INC. is a Appleton, Wisconsin based financial advisory firm with nearly $354,467,316 in assets under management and provides investment advisory services for 2076 clients. There are currently 12 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops , Other (ADVISORY CONSULTING SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
108652
SEC#:
801-112413
No. of Clients:
2076
Assets under Management
$354,467,316
No. of Advisors:
12
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