Unclaimed Profile

Manita Ho Lam

WEALTH MANAGEMENT GROUP, LLC·ALLEN, Texas

Clean recordWEALTH MANAGEMENT GROUP, LLC

700 CENTRAL EXPRESSWAY SOUTH, ALLEN, TX 75013CRD# 6538937Firm CRD# 158077

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Manita Ho Lam · ALLEN, TX

Registration

CRD #6538937 · WEALTH MANAGEMENT GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Manita Ho Lam is a registered financial advisor based in ALLEN, Texas, affiliated with WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WEALTH MANAGEMENT GROUP, LLC

AUM

$172M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEALTH MANAGEMENT GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6538937

Firm CRD# 158077

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Frequently Asked Questions

What services does Manita Ho Lam offer?

Manita Ho Lam specializes in Financial Planning, Investment Management. Contact their office in ALLEN, Texas for a consultation.

What are Manita Ho Lam's credentials?

Manita Ho Lam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Manita Ho Lam located?

Manita Ho Lam is based in ALLEN, Texas, working with WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the ALLEN metropolitan area and surrounding communities.

How does Manita Ho Lam charge for services?

Manita Ho Lam's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH MANAGEMENT GROUP, LLC?

WEALTH MANAGEMENT GROUP, LLC has approximately 4 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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