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Building 2DUCKWORTH WEALTH ADVISORS, INC.

Map pinNEWPORT BEACH, CA
Phone949-629-4040
NotebookSEC #801-57574
Total AUM
$162.4M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 QUAIL STREET
SUITE 200
NEWPORT BEACH
CA 92660
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
949-629-4040

ReceiptFinancials

Total AUM
$162.4M
Accounts
110
Discretionary
$162.4M
Accounts
110
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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