Samrang Vattana
Hai
Partnership Wealth Management
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About this Advisor
Samrang Vattana Hai is a financial advisor based in Towson, Maryland, working with Partnership Wealth Management. Samrang has previously held positions at Dover Road, LLC Dba Belleros Capital Management, Partnership Wealth Management, Iam National Pension Fund, and Horan Capital Management, LLC. Samrang has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Samrang is part of Partnership Wealth Management, which operates out of Towson, Maryland. The firm has 6 employees and manages assets totaling $189.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Partnership Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Partnership Wealth Management Brokerage Details
$189,400,000
6
484
$391,322
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Samrang Vattana Hai Work History
Partnership Wealth Management
Dover Road, LLC Dba Belleros Capital Management
Horan Capital Management, LLC
Iam National Pension Fund
Disclosures
Please visit the SEC profile of Samrang Vattana Hai to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Partnership Wealth Management
Towson, MD
Towson, MD
Towson, MD
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