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POSITION WEALTH LLC
POSITION WEALTH LLC
POSITION WEALTH
THE WOODLANDS, Texas
·
2 registered advisors
·
CRD# 325116
SEC# 801-127393
3
281-968-2780
01
Firm Overview
AUM
$166M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at POSITION WEALTH LLC
2 registered advisors
Cary Seth Marger
THE WOODLANDS, Texas
CRD# 5746211
Danny Allizadeh
THE WOODLANDS, Texas
CRD# 3132836
05
Office Locations
THE WOODLANDS, Texas
2 advisors
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Data sourced from SEC Form ADV filings. POSITION WEALTH LLC (CRD# 325116) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.