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Home > Retirement Planners > california > irvine > FILIGREE WEALTH ADVISORS, LLC
FILIGREE WEALTH ADVISORS, LLC
530 Technology Drive
Ste 100
Irvine, California 92618
Tel: 949-989-2527
About FILIGREE WEALTH ADVISORS, LLC
FILIGREE WEALTH ADVISORS, LLC, formally registered with the SEC as FILIGREE WEALTH ADVISORS, LLC. The firm was established in 03/03/2022. They have over 1 offices throughout the country.
FILIGREE WEALTH ADVISORS, LLC is a Irvine, California based Financial Planning firm with nearly $178,610,796 assets under management, offering retirement planning & investment advisory services to 180 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318729 |
| SEC# | 801-123362 |
| Assets Managed by Firm | $178,610,796 |
| No. of Clients | 180 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 180 | $178,610,796 |
| Individuals (other than high net worth individuals) | 17 | $6,136,810 |
| High net worth individuals | 26 | $172,430,354 |
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