Wealthcollab
Wealthcollab (CRD# 269840) is a financial advisory firm headquartered in Bellevue, WA. They manage $189,273,850 in 353 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management189MILLION
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Total Number of Accounts353ACCOUNTS
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Average Account Value$536,187
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX, WA
Financial Advisors at Wealthcollab
1
Daniel Frankel (CRD# 5165778) is an Investment Advisor Representative working at Wealthcollab in Bellevue, WA and has over 17 years of experience in the finance industry.
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