GLOBAL WEALTH MANAGEMENT, LLC
Tel: 609-452-2929 4420 Route 27 Suite B Kingston, New Jersey 08528
About GLOBAL WEALTH MANAGEMENT, LLC
GLOBAL WEALTH MANAGEMENT, LLC is a Kingston, New Jersey based financial advisory firm with nearly $231,149,255 in assets under management and provides investment advisory services for 215 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
153677
Firm SEC#:
801-71368
Assets Under Management:
$231,149,255
No. of Clients:
215
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM
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