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Building 2MACLENDON WEALTH MANAGEMENT, LLC

Map pinDELRAY BEACH, FL
Phone(561) 293-3520
NotebookSEC #801-72376
Total AUM
$129.6M
Employees
3
Clients
33

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
137 NW 1ST AVENUE
DELRAY BEACH
FL 33444
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(561) 293-3520
Other Offices
1

ReceiptFinancials

Total AUM
$129.6M
Accounts
34
Discretionary
$129.6M
Accounts
34
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$5.1M
HNW Individual Clients
22
AUM
$124.4M
Corporation or Business Clients
1
AUM
$64.2K

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
FLOHTX

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

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