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Building 2METANOIA FINANCIAL, LLC

Map pin
Phone267-367-6077
NotebookSEC #801-131411
Total AUM
$138.7M
Employees
3
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
267-367-6077

ReceiptFinancials

Total AUM
$138.7M
Accounts
554
Discretionary
$138.7M
Accounts
554
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
114
AUM
$39M
HNW Individual Clients
37
AUM
$99.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING AND PREPERATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAILMONCNJPATX

HandshakeAffiliates

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

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