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MILAGRE WEALTH MANAGEMENT, INC.
MILAGRE WEALTH MANAGEMENT, INC.
WHITE PLAINS, New York
·
1 registered advisor
·
CRD# 309185
SEC# 801-118821
4
914-437-8066
01
Firm Overview
AUM
$84M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at MILAGRE WEALTH MANAGEMENT, INC.
1 registered advisor
Paul A Dossantos
WHITE PLAINS, New York
CRD# 2822667
05
Office Locations
WHITE PLAINS, New York
1 advisor
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Data sourced from SEC Form ADV filings. MILAGRE WEALTH MANAGEMENT, INC. (CRD# 309185) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.