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Building 2ARETE WEALTH STRATEGISTS

Map pinBRISBANE
Phone(888) 544-3250
NotebookSEC #801-133899
Total AUM
$133.7M
Employees
2
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
97 BOUNDARY STREET
LEVEL 4
BRISBANE
4101
Australia
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(888) 544-3250
Other Offices
2

ReceiptFinancials

Total AUM
$133.7M
Accounts
331
Discretionary
$133.7M
Accounts
331
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$22.9M
HNW Individual Clients
58
AUM
$109.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMNTX

HandshakeAffiliates

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

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