FILIGREE WEALTH ADVISORS, LLC
Tel: 949-989-2527 530 Technology Drive Ste 100 Irvine, California 92618
About FILIGREE WEALTH ADVISORS, LLC
FILIGREE WEALTH ADVISORS, LLC is a Irvine, California based financial advisory firm with nearly $178,610,796 in assets under management and provides investment advisory services for 180 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
318729
Firm SEC#:
801-123362
Assets Under Management:
$178,610,796
No. of Clients:
180
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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