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Building 2RESNICK WEALTH ALLIANCE, LLC

Map pinPALM BEACH GARDENS, FL
Phone561-453-1120
NotebookSEC #801-125782
Total AUM
$121.1M
Employees
2
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4400 PGA BOULEVARD
SUITE 404
PALM BEACH GARDENS
FL 33410
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
561-453-1120

ReceiptFinancials

Total AUM
$121.1M
Accounts
110
Discretionary
$120.2M
Accounts
106
Non-Discretionary
$882.6K
Accounts
4

ContactClients

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Individual Clients
17
AUM
$2.6M
HNW Individual Clients
36
AUM
$73.4M
Corporation or Business Clients
7
AUM
$193.5K
Other Clients
2
AUM
$44.8M
Description of Other Clients
1) CHARTITABLE TRUST; 2) HOME OWNER'S ASSOCIATION

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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