THE LIFE WEALTH GROUP
Tel: 407-299-4129 270 W. Plant Street Ste. 240 Winter Garden, Florida 34787
About THE LIFE WEALTH GROUP
THE LIFE WEALTH GROUP is a Winter Garden, Florida based financial advisory firm with nearly $177,712,580 in assets under management and provides investment advisory services for 314 clients. There are currently 16 financial advisors at the firm.
General Information
Firm CRD#:
332978
Firm SEC#:
801-131318
Assets Under Management:
$177,712,580
No. of Clients:
314
No. of Advisors:
16
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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