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Building 2MONTELLO WEALTH MANAGEMENT, INC.

Map pinPALM BEACH GARDENS, FL
Phone(561) 222-3305
NotebookSEC #801-136515
Total AUM
$108.4M
Employees
1
Clients
502

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2401 PGA BLVD
STE 280
PALM BEACH GARDENS
FL 33410
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(561) 222-3305

ReceiptFinancials

Total AUM
$108.4M
Accounts
502
Discretionary
$108.4M
Accounts
502
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
502
AUM
$108.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges 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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