DAVIDSON WEALTH MANAGEMENT LLC - Financial Advisor in New Jersey, Manalapan

Tel: 732-409-1060 198 Route 9 N Ste 205 Manalapan, New Jersey 07726

About DAVIDSON WEALTH MANAGEMENT LLC

DAVIDSON WEALTH MANAGEMENT LLC is a Manalapan, New Jersey based financial advisory firm with nearly $147,636,663 in assets under management and provides investment advisory services for 635 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

153227

Firm SEC#:

801-71216

Assets Under Management:

$147,636,663

No. of Clients:

635

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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