CROWN WEALTH GROUP LLC
Tel: (704)360-3995 2108 South Boulevard Unit 300 Charlotte, North Carolina 28203
About CROWN WEALTH GROUP LLC
CROWN WEALTH GROUP LLC is a Charlotte, North Carolina based financial advisory firm with nearly $316,523,852 in assets under management and provides investment advisory services for 949 clients. There are currently 10 financial advisors at the firm.
General Information
Firm CRD#:
299732
Firm SEC#:
801-120589
Assets Under Management:
$316,523,852
No. of Clients:
949
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Other (ON-GOING FINANCIAL PLANNING/ PERSONAL CFO SERVICES/ESTATE PLANNING)
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