SEC CRD #801-112016
Geometric Wealth Advisors provides investment management & financial planning to mid-career professionals. We are fee-only financial advisors and Certified ... Geometric Wealth Advisors provides investment management & financial planning to mid-career professionals. We are fee-only financial advisors and Certified ... GEOMETRIC WEALTH ADVISORS, LLC ( CRD # 171670/SEC#:801-112016 ) Texas Terminated 11/9/2017. An investment adviser is paid for providing advice about securities ...
MARC DACANAY
CHIEF COMPLIANCE OFFICER
📞 (973) 525-4901
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AUM
$1.3B
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