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CONE ADVISORY GROUP, INC.
CRD 316457
556 THIRD STREET, AYDEN, NC, 28513, United States
Phone
252-746-6785
Fax
252-746-7486
Registration
— (—)
Source
State registered
Total AUM
$17.3M
Discretionary AUM
$17.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $10.4M |
| High net worth individuals | 16 | $5.5M |
All web addresses on file
Official SEC filing: View on IAPD