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Investlinc Wealth Services
INVESTLINC WEALTH SERVICES is an SEC-registered investment adviser in BREA, CA. The firm manages $116 million in assets, $92 million on a discretionary basis.
Overview
INVESTLINC WEALTH SERVICES is an SEC-registered investment adviser in BREA, CA. The firm manages $116 million in assets, $92 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
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