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MILAGRE WEALTH MANAGEMENT, INC.
120 Bloomingdale Road, Suite 3400
White Plains, New York 10605
Tel: 914-437-8066
About MILAGRE WEALTH MANAGEMENT, INC.
MILAGRE WEALTH MANAGEMENT, INC, formally registered with the SEC as MILAGRE WEALTH MANAGEMENT, INC. The firm was established in 05/29/2020. They have over 5 offices throughout the country.
MILAGRE WEALTH MANAGEMENT, INC. is a White Plains, New York based Financial Planning firm with nearly $11,448,363,333 assets under management, offering retirement planning & investment advisory services to 384 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309185 |
| SEC# | 801-118821 |
| Assets Managed by Firm | $11,448,363,333 |
| No. of Clients | 384 |
| 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 | 384 | $11,448,363,333 |
| Individuals (other than high net worth individuals) | 359 | $6,609,356,536 |
| High net worth individuals | 25 | $4,839,006,797 |
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