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Home > Retirement Planners > florida > palm beach gardens > RESNICK WEALTH ALLIANCE, LLC
RESNICK WEALTH ALLIANCE, LLC
4400 Pga Boulevard
Suite 404
Palm Beach Gardens, Florida 33410
Tel: 561-453-1120
About RESNICK WEALTH ALLIANCE, LLC
RESNICK WEALTH ALLIANCE, LLC, formally registered with the SEC as RESNICK WEALTH ALLIANCE, LLC. The firm was established in 06/02/2022. They have over 1 offices throughout the country.
RESNICK WEALTH ALLIANCE, LLC is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $96,250,004 assets under management, offering retirement planning & investment advisory services to 97 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316188 |
| SEC# | 801-125782 |
| Assets Managed by Firm | $96,250,004 |
| No. of Clients | 97 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (ADVISORY CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 97 | $96,250,004 |
| Individuals (other than high net worth individuals) | 14 | $1,346,335 |
| High net worth individuals | 25 | $54,351,929 |
| Corporations or other businesses | 7 | $154,598 |
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