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Building 2AVRIO WEALTH PTE LTD

Map pinSINGAPORE
Phone6562406865
NotebookSEC #801-117905
Total AUM
$178.3M
Employees
8
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 CHURCH STREET
27-02
SINGAPORE
049483
Singapore
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
6562406865

ReceiptFinancials

Total AUM
$178.3M
Accounts
393
Discretionary
$160M
Accounts
357
Non-Discretionary
$18.3M
Accounts
36

ContactClients

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HNW Individual Clients
134
AUM
$177.6M
Pension/Profit Sharing Plan Clients
1
AUM
$612.4K
Corporation or Business Clients
1
AUM
$11.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING, ESTATE PLANNING, INSURANCE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
INSURANCE PREMIMUMS

Shield checkCompliance

Disclosures

None reported

State Registrations
NJTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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