Assets Under Management
$32.1M
Number of Clients
151
Number of Advisors
3
Average Client AUM
$213K
AUM per Advisor
$10.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
The firm provides financial planning and investment management services tailored to the client's needs. They focus on building long-term relationships and helping clients achieve their financial goals through personalized advice and strategies.
9820 Northcross Center Ct, 154, Huntersville, NC, 28078