Assets Under Management
$31.4M
Number of Clients
127
Number of Advisors
2
Average Client AUM
$247K
AUM per Advisor
$15.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
This brochure supplement provides information about Leo Theriault, an Independent Investment Adviser Representative with Family Wealth Partners Concord, Inc. It includes his educational background, business experience, and disciplinary information. He has no other business activities or additional compensation.
1028 Lee-Ann Drive, Suite 218, Concord, NC, 28025