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Marjun Tare

Selective Wealth Management, Inc.

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About Marjun Tare

Marjun Tare is an investment advisor representative at Selective Wealth Management, Inc. and is licensed in Virginia, Texas and North Carolina. Marjun has been working in the financial industry since 2015. Marjun is also a Certified Financial Planner (CFP). The advisor specializes in portfolio management for individuals and financial planning.

Firm Information

Marjun Tare is currently registered with Selective Wealth Management, Inc.. Selective Wealth Management, Inc. is a registered investment adviser headquartered in FOREST, VA. They manage approximately $441,654,156 in assets for 1,935 clients. Their services include financial planning and portfolio management for individuals and businesses. They have 9 investment adviser representatives and 8 investment advisory functions.
Selective Wealth Management, Inc.

1149 VISTA PARK DRIVE

FOREST, VA 24551

$441.65M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marjun Tare’s Registration & Firm History

VA

08/03/2017 - Present

Selective Wealth Management, Inc. (FOREST VA)

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Licenses & Designations

IA

Issued 08/02/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marjun Tare.
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