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Building 2DAKORE WEALTH MANAGEMENT, LLC

Map pinPALM BEACH GARDENS, FL
Phone(561) 774-8101
NotebookSEC #801-122730
Total AUM
$76.6M
Employees
2
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11376 N. JOG RD.
SUITE 101
PALM BEACH GARDENS
FL 33418
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(561) 774-8101
Other Offices
1

ReceiptFinancials

Total AUM
$76.6M
Accounts
110
Discretionary
$76.6M
Accounts
110
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$50.3M
HNW Individual Clients
9
AUM
$24.3M
Corporation or Business Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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