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Building 2MORANGIE MANAGEMENT LLC

Map pinVERO BEACH, FL
Phone908-285-6686
NotebookSEC #801-131173
Total AUM
$706M
Employees
7
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
956 BEACHLAND BLVD
SUITE 11
VERO BEACH
FL 32963
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
908-285-6686
Other Offices
1

ReceiptFinancials

Total AUM
$706M
Accounts
117
Discretionary
$706M
Accounts
117
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
96
AUM
$633.5M
Pooled Vehicle Clients
2
AUM
$72.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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