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TITLETOWN WEALTH MANAGEMENT, LLC

Tel: (920) 468-7443
1221 Bellevue Street
Suite 102
Green Bay, Wisconsin  54302

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TITLETOWN WEALTH MANAGEMENT, LLC

TITLETOWN WEALTH MANAGEMENT, LLC is a Green Bay, Wisconsin based financial advisory firm with nearly $108,517,715 in assets under management and provides investment advisory services for 814 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

307752

SEC#:

801-121461

No. of Clients:

814

Assets under Management

$108,517,715

No. of Advisors:

3

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