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MACLENDON WEALTH MANAGEMENT, LLC
MACLENDON WEALTH MANAGEMENT, LLC
DELRAY BEACH, Florida
·
4 registered advisors
·
CRD# 157819
SEC# 801-72376
1
(561) 293-3520
01
Firm Overview
AUM
$123M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MACLENDON WEALTH MANAGEMENT, LLC
4 registered advisors
Alyson Austin
DELRAY BEACH, Florida
CRD# 5155642
Jeremy Simms Office
DELRAY BEACH, Florida
CRD# 4526007
Kevin Christopher Mastaler
DELRAY BEACH, Florida
CRD# 5468978
Kilburn Sherman
DELRAY BEACH, Florida
CRD# 7845507
05
Office Locations
DELRAY BEACH, Florida
4 advisors
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Data sourced from SEC Form ADV filings. MACLENDON WEALTH MANAGEMENT, LLC (CRD# 157819) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.