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Building 2MANWARING WEALTH MANAGEMENT

Map pinGILBERT, AZ
Phone480-744-1112
NotebookSEC #801-132348
Total AUM
$108M
Employees
2
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
936 E. WILLIAMS FIELD ROAD
SUITE 103
GILBERT
AZ 85298
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
480-744-1112

ReceiptFinancials

Total AUM
$108M
Accounts
207
Discretionary
$108M
Accounts
207
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
180
AUM
$51M
HNW Individual Clients
27
AUM
$57M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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