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Building 2REDW STANLEY WEALTH ADVISORS, LLC

Map pinALBUQUERQUE, NM
Phone505-998-3200
NotebookSEC #801-77688
Total AUM
$1.2M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7425 JEFFERSON ST NE
ALBUQUERQUE
NM 87109
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
505-998-3200

ReceiptFinancials

Total AUM
$1.2M
Accounts
9
Discretionary
$1.2M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
TAX PREPARATION, TRUSTEESHIP, AND EXPERT WITNESS IN INVESTMENT AND FINANCIAL PLANNING MATTERS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED FEES FOR BUNDLED SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZNM

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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