ORGEL WEALTH MANAGEMENT, LLC
Tel: 715-835-6525 2420 Rivers Edge Drive Altoona, Wisconsin 54720
About ORGEL WEALTH MANAGEMENT, LLC
ORGEL WEALTH MANAGEMENT, LLC is a Altoona, Wisconsin based financial advisory firm with nearly $7,104,580,359 in assets under management and provides investment advisory services for 10031 clients. There are currently 78 financial advisors at the firm.
General Information
Firm CRD#:
168219
Firm SEC#:
801-78284
Assets Under Management:
$7,104,580,359
No. of Clients:
10031
No. of Advisors:
78
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
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