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PERMANENT EQUITY MANAGEMENT
315 N Tenth St.
Columbia, Missouri 65201
Tel: 573-445-0678
About PERMANENT EQUITY MANAGEMENT
PERMANENT EQUITY MANAGEMENT, formally registered with the SEC as PERMANENT EQUITY MANAGEMENT. The firm was established in 07/29/2020. They have over 2 offices throughout the country.
PERMANENT EQUITY MANAGEMENT is a Columbia, Missouri based Financial Planning firm with nearly $400,832,701 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309530 |
| SEC# | 801-119179 |
| Assets Managed by Firm | $400,832,701 |
| No. of Clients | 3 |
| No. of Advisors | 18 |
Fee Structure
- Performance Based
- Other (FEES FROM PORTFOLIO COMPANIES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $400,832,701 |
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