CROWN WEALTH GROUP LLC - Financial Advisor in North Carolina, Charlotte

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Fixed fees, Other (SELECTION OF OTHER ADVISERS)

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