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Building 2CONSERVATIVE WEALTH MANAGEMENT LLC

Map pin
Phone323-876-3300
NotebookSEC #801-66651
Total AUM
$357.5M
Employees
1
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
323-876-3300

ReceiptFinancials

Total AUM
$357.5M
Accounts
194
Discretionary
$144.8M
Accounts
84
Non-Discretionary
$212.7M
Accounts
110

ContactClients

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Individual Clients
12
AUM
$5.9M
HNW Individual Clients
56
AUM
$332M
Charitable Organization Clients
1
AUM
$19.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLLATX

HandshakeAffiliates

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

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