Updated:
AGEWISE FINANCIAL INC.
Ageswise Financial Inc. is a state-registered investment adviser in Palm Desert, CA. The firm manages approximately $8 million in regulatory assets.
Overview
Ageswise Financial Inc. is a state-registered investment adviser in Palm Desert, CA. The firm manages approximately $8 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Palm Desert
Frequently asked questions
Who runs AGEWISE FINANCIAL INC.?
No principals or investment professionals are publicly associated with AGEWISE FINANCIAL INC. The firm has no known LinkedIn presence, no executive bios published through any channel, and no media mentions identifying its leadership. This is unusual for an active financial-services entity and limits external due-diligence severely.
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