FISCAL WISDOM WEALTH MANAGEMENT LLC
Tel: 678-202-4066 61 Maple Avenue Canton, Connecticut 06019
About FISCAL WISDOM WEALTH MANAGEMENT LLC
FISCAL WISDOM WEALTH MANAGEMENT LLC is a Canton, Connecticut based financial advisory firm with nearly $213,793,318 in assets under management and provides investment advisory services for 2064 clients. There are currently 22 financial advisors at the firm.
General Information
Firm CRD#:
168299
Firm SEC#:
801-119231
Assets Under Management:
$213,793,318
No. of Clients:
2064
No. of Advisors:
22
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Other (SOLICITOR TO OTHER IA'S)
Fee Structure:
A percentage of AUM, Hourly charges, Other (SOLICITOR FEES)
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