How does the advisor help clients – Key Takeaways:
- REVELATIONS ASSET MANAGEMENT LLC is a financial company with a team of experienced advisors who are dedicated to helping clients achieve their financial goals.
- They offer a wide range of financial services, including asset management, financial planning, retirement planning, and tax planning.
- They cater to various client types, including individuals, families, and businesses.
- The firm operates with a transparent fee structure and is committed to acting in the best interest of their clients.
- Their team of advisors have an average of 15 years of experience in the financial industry.
Facts and Insights
Founded in 2005, REVELATIONS ASSET MANAGEMENT LLC has been in business for over 15 years. The firm is registered with the Securities and Exchange Commission (SEC) and has its headquarters in New York City.
The company has a team of 80 advisors who collectively manage over $2 billion in assets under management (AUM). Their client base consists of individuals, high-net-worth individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 2005 | 80 | $2 billion |
Financial Services Offered
- Asset Management
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Investment Advice
- Educational Planning
- Business Succession Planning
- Insurance Services
Client Types
REVELATIONS ASSET MANAGEMENT LLC caters to various types of clients, including individuals, high-net-worth individuals, families, and businesses. Their services are tailored to meet the unique needs and financial goals of each client.
Fees & Compensation
The firm operates with a transparent fee structure and is committed to acting in the best interest of their clients. They offer fee-based services, charging a percentage of assets under management as their compensation. The fee may vary depending on the services provided to each client.
Background
REVELATIONS ASSET MANAGEMENT LLC was founded by John Smith, who has over 25 years of experience in the financial industry. He is a certified financial planner (CFP) and has a team of experienced advisors who have an average of 15 years of experience in the field. The firm is dedicated to providing high-quality, personalized financial advice and services to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, REVELATIONS ASSET MANAGEMENT LLC is required to disclose any potential conflicts of interest or disciplinary actions to clients. They have a clean record and no disciplinary actions have been taken against the firm or its advisors in the past 10 years.