RIA / Wealth Manager
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE
Key Metrics
Assets Under Management
N/A
Manages Private Funds
No
Performance-Based Fees
No
Client Category
Investment Adviser Clients
Allocation Score
40
Investment Profile
Key Decision Makers
J
Joe Bauers
Managing Partner
J
Jim Gates
Managing Partner
S
Susan Ferrari
Executive Director
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