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Building 2PROPEL PRIVATE WEALTH LLC

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Phone(424) 222-5767
NotebookSEC #801-135613
Total AUM
$2.8M
Employees
1
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(424) 222-5767

ReceiptFinancials

Total AUM
$2.8M
Accounts
3
Discretionary
$2.8M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
3
AUM
$2.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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