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AZZENDO WEALTH ADVISORS
3878 Sheridan Street
Suite A
Hollywood, Florida 33021
Tel: 954-986-0633
About AZZENDO WEALTH ADVISORS
AZZENDO WEALTH ADVISORS, formally registered with the SEC as AZZENDO WEALTH ADVISORS. The firm was established in 05/30/2019. They have over 1 offices throughout the country.
AZZENDO WEALTH ADVISORS is a Hollywood, Florida based Financial Planning firm with nearly $121,137,652 assets under management, offering retirement planning & investment advisory services to 347 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139610 |
| SEC# | 801-116707 |
| Assets Managed by Firm | $121,137,652 |
| No. of Clients | 347 |
| 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
- Portfolio management for businesses or institutional clients
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 347 | $121,137,652 |
| Individuals (other than high net worth individuals) | 61 | $25,275,262 |
| High net worth individuals | 34 | $95,862,390 |
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