Vitale Wealth Management
Vitale Wealth Management (CRD# 284112) is a financial advisory firm headquartered in Metamora, MI. They manage $61,774,432 in 750 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management62MILLION
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Total Number of Accounts750ACCOUNTS
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Average Account Value$82,366
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Vitale Wealth Management
1
Joseph Vitale (CRD# 1920232) is an Investment Advisor Representative working at Vitale Wealth Management in Metamora, MI and has over 34 years of experience in the finance industry.
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