MITTELMAN JONES TAX & WEALTH
Firm details
- Headquarters
- WINSTON SALEM, North Carolina
- CRD number
- 339796
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mittelman Jones Tax & Wealth operates as a financial advisory firm that provides a range of services, including financial planning and portfolio management specifically tailored for individuals and small businesses. The firm is classified as an accountant and focuses on delivering personalized financial strategies to its clients. While it does not actively engage in ESG investing, it emphasizes a client-centric approach in its advisory activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1David Mittelman
MemberCRD 8195863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WINSTON SALEM, NC
FORSYTH
Location
WINSTON SALEM, NC
Headquartered in WINSTON SALEM, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- FORSYTH
- Address
- 1495 Rymco Dr
- Time zone
- ET (UTC-5)
- Office locations
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