This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-16-2019
- Office Locations
- 1
Office Locations
About Purposeful Planning
Purposeful Planning is a Las Vegas–based, fee-only fiduciary wealth advisory focused on intentional, multi-generational planning for families. The firm provides customized financial life planning, tax-aware strategy, and active portfolio management across public markets and closely held/private business interests, coordinating with attorneys and CPAs as needed. Clients also get a consolidated financial portal and independent reporting, led by a CFP® Senior Wealth Advisor.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTINA JENNY MANGINO
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4935878
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,639,601 | -- |
| Total | $24,639,601 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing