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MOTIVE WEALTH ADVISORS, LLC
MOTIVE WEALTH ADVISORS, LLC
BIRMINGHAM, Michigan
·
2 registered advisors
·
CRD# 312303
SEC# 801-120495
3
(248) 987-5731
01
Firm Overview
AUM
$279M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at MOTIVE WEALTH ADVISORS, LLC
2 registered advisors
James Conrad Niedzinski
BIRMINGHAM, Michigan
CRD# 4122483
Jason Sheldon Close
BIRMINGHAM, Michigan
CRD# 5013652
05
Office Locations
BIRMINGHAM, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. MOTIVE WEALTH ADVISORS, LLC (CRD# 312303) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.