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NOBLE FAMILY WEALTH
2475 Enterprise Rd.
Clearwater, Florida 33763
Tel: 727-674-1462
About NOBLE FAMILY WEALTH
NOBLE FAMILY WEALTH, formally registered with the SEC as NOBLE FAMILY WEALTH. The firm was established in 06/25/2021. They have over 1 offices throughout the country.
NOBLE FAMILY WEALTH is a Clearwater, Florida based Financial Planning firm with nearly $362,627,821 assets under management, offering retirement planning & investment advisory services to 392 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315152 |
| SEC# | 801-121626 |
| Assets Managed by Firm | $362,627,821 |
| No. of Clients | 392 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 392 | $362,627,821 |
| Individuals (other than high net worth individuals) | 64 | $15,258,533 |
| High net worth individuals | 92 | $347,369,288 |
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