Moneywise Financial Advisors
Moneywise Financial Advisors (CRD# 157446) is a financial advisory firm headquartered in , . They manage $34,164,768 in 60 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Moneywise Financial Advisors
By the Numbers
-
Total Assets Under Management34MILLION
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$569,413
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR
Financial Advisors at Moneywise Financial Advisors
1
Joanna Nowak (CRD# 5932479) is an Investment Advisor Representative working at Moneywise Financial Advisors in Cupertino, CA and has over 5 years of experience in the finance industry.
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