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Building 2CONGRUENT WEALTH, LLC

Map pinJACKSONVILLE, FL
Phone904-334-8545
NotebookSEC #801-126353
Total AUM
$0
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7077 BENNEVAL ROAD
SUITE 310
JACKSONVILLE
FL 32216
United States
Operating Hours
9-5 ET
Monday - Friday
Phone
904-334-8545

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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

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