FAMILY WEALTH PARTNERS, LLC
Tel: (704) 321-0152 2518 Plantation Center Drive Matthews, North Carolina 28105
About FAMILY WEALTH PARTNERS, LLC
FAMILY WEALTH PARTNERS, LLC is a Matthews, North Carolina based financial advisory firm with nearly $210,351,313 in assets under management and provides investment advisory services for 733 clients. There are currently 10 financial advisors at the firm.
General Information
Firm CRD#:
317764
Firm SEC#:
801-123089
Assets Under Management:
$210,351,313
No. of Clients:
733
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (ADVISORY CONSULTING)
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