COLTON GROOME FINANCIAL ADVISORS, LLC - Financial Advisor in North Carolina, Asheville

Tel: 828-252-1816 1127-B Hendersonville Road Asheville, North Carolina 28803

About COLTON GROOME FINANCIAL ADVISORS, LLC

COLTON GROOME FINANCIAL ADVISORS, LLC is a Asheville, North Carolina based financial advisory firm with nearly $350,847,808 in assets under management and provides investment advisory services for 843 clients. There are currently 15 financial advisors at the firm.

General Information

Firm CRD#:

128365

Firm SEC#:

801-113274

Assets Under Management:

$350,847,808

No. of Clients:

843

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (QUALIFIED RETIREMENT PLAN AND/OR NON-QUALIFIED DEFERRED COMPENSATION PLAN CONSULTING AND INSURANCE CONSULTING.)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (FEE BASED ON VARIOUS FACTORS - SEE PART 2 OF FORM ADV.)

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