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Building 2GAINSPOLETTI WEALTH PLANNERS

Map pinCLEVELAND, MS
Phone662-843-6090
NotebookSEC #801-132267
Total AUM
$127M
Employees
3
Clients
252

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
805 W SUNFLOWER RD
CLEVELAND
MS 38732
United States
Operating Hours
9:00 AM- 5:00 PM
Monday - Friday
Phone
662-843-6090
Other Offices
1

ReceiptFinancials

Total AUM
$127M
Accounts
326
Discretionary
$127M
Accounts
326
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
205
AUM
$34.6M
HNW Individual Clients
45
AUM
$78M
Charitable Organization Clients
1
AUM
$1.4M
Corporation or Business Clients
1
AUM
$13M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARLAMSNCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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