The style known as “Filigree” originated from artisans of ancient times who crafted valuable materials into intricate, one-of-a-kind designs. Their craftmanship required a high degree of care and attention. Their creations were difficult to create and painstakingly finished by hand. As a result of their meticulous attention to detail, no two pieces of art using the filigree technique are exactly alike.
Founders Gerald Graves and Chris Dudley created Filigree Wealth Advisors after many years of experience as investors, industry executives, and advisors. Based upon the belief that everyone should have a customized portfolio, we believe the “Filigree” style of craftmanship aptly portrays our client-centered approach to wealth design and management. Valued assets are the materials of our trade. The aspirations of the client are the art that forms the strategy. Combined they create lasting, customized wealth strategies and investment portfolios.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 530 Technology Drive, Suite 100, Irvine,ca 92618,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.filigreeadvisors.com
- HQ
- Irvine, CA
Filigree Wealth Advisors Questions
Filigree Wealth Advisors's website is http://www.filigreeadvisors.com
Filigree Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/filigree-wealth-advisors
Filigree Wealth Advisors has
3 employees.
View email and phone details for 3
employees at Filigree Wealth Advisors.
Filigree Wealth Advisors's industry is
Investment Management
Filigree Wealth Advisors's top competitors are
Eagle Wealth Management,
Ravenrock Wealth Partners Llc,
Goodlife Accounting,
Jgp Wealth Management,
Nuvation Energy,
Investment Group At Oregon State,
Avier Wealth Advisors,
True Wealth Group,
Brightview Capital,
Rosell Wealth Management.
Filigree Wealth Advisors's categories are Investment Management
Filigree Wealth Advisors's founding year is 2022
