Open Market Rank
Data Nov 7 · 18:00 UTC

Registered adviser

THE WEALTHPLAN LLC

indyfin.com ↗

Private fund assets

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as filed

VC funds

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PE funds

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Funds in total

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Sources SEC Form ADV (United States), ESMA registers (Europe) and each firm’s own websiteFigures as filed, not estimatedContact addresses not published

Facts
CategoryRegistered adviser
Country🇺🇸 US
StateNY
Address60 CUTTER MILL ROAD, GREAT NECK, NY, 11021
Phone7036512060
Websiteindyfin.com

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