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COLE WEALTH MANAGEMENT, LLC
COLE WEALTH MANAGEMENT, LLC
SCOTTSDALE, Arizona
·
1 registered advisor
·
CRD# 134509
SEC# 801-112658
0
480-275-6354
01
Firm Overview
AUM
$143M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COLE WEALTH MANAGEMENT, LLC
1 registered advisor
Martin Taylor Cole
SCOTTSDALE, Arizona
CRD# 2245650
05
Office Locations
SCOTTSDALE, Arizona
1 advisor
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Data sourced from SEC Form ADV filings. COLE WEALTH MANAGEMENT, LLC (CRD# 134509) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.