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Building 2DEMAND WEALTH

Map pin
Phone888-788-6465
NotebookSEC #801-118145
Total AUM
$164.6M
Employees
3
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
888-788-6465
Other Offices
1

ReceiptFinancials

Total AUM
$164.6M
Accounts
315
Discretionary
$164.6M
Accounts
315
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21
AUM
$15M
HNW Individual Clients
39
AUM
$149.2M
Charitable Organization Clients
1
AUM
$400K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
VIDEO CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMDTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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