Confidence Wealth Management

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Confidence Wealth Management — overview

Assets Under Management

Type

Wealth Manager

Location

Los Angeles, CA, US

Alternative Asset Classes

RE

About

Confidence Wealth Management is a Nevada-based wealth manager and registered investment adviser. It provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. The services it offers include financial planning, wealth management services, pension consulting services, tax planning, investment management and portfolio management services.

Confidence Wealth Management - known decision makers (19)

Contact NamePositionLocationEmailTelephoneAsset Class
Accounting AssociateLos Angeles, USGEN
Advisor OperationsLos Angeles, USGEN
Associate Vice President, Lead Relationship ManagerLos Angeles, USGEN
Chief Compliance OfficerLos Angeles, USGEN
Chief Financial OfficerLos Angeles, USGEN

Showing 5 of 19 known decision makers Confidence Wealth Management

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