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Alfredo Gonzalez

WEALTH INTELLIGENCE, LLC·COLUMBUS, Georgia
Unclaimed Profile
2900 WARM SPRINGS RD, COLUMBUS, GA 31904CRD# 7492407Firm CRD# 333253
01

About

Alfredo Gonzalez is a registered financial advisor based in COLUMBUS, Georgia, affiliated with WEALTH INTELLIGENCE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WEALTH INTELLIGENCE, LLC
WEALTH INTELLIGENCE, LLC
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WEALTH INTELLIGENCE, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7492407
Firm CRD# 333253
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alfredo Gonzalez offer?
Alfredo Gonzalez specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Georgia for a consultation.
What are Alfredo Gonzalez's credentials?
Alfredo Gonzalez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alfredo Gonzalez located?
Alfredo Gonzalez is based in COLUMBUS, Georgia, working with WEALTH INTELLIGENCE, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Alfredo Gonzalez charge for services?
Alfredo Gonzalez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH INTELLIGENCE, LLC?
WEALTH INTELLIGENCE, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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