CAROLINA WEALTH MANAGEMENT, INC.
Greenville, NC
AUM
$798.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
252-439-1344
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NC, GREENVILLE
5 advisers found
H. L. ORMOND & COMPANY, LLC
Greenville, NC
AUM
$401.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(252) 756-4010
CROSSGEN WEALTH LLC
Greenville, NC
AUM
$222.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
252-262-7301
KEEL & LONG FINANCIAL MANAGEMENT, LLC
Greenville, NC
AUM
$75.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 employees
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(252) 295-0772
CAROLINA FINANCIAL SERVICES GROUP, INC.
Greenville, NC
AUM
$40.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; THIRD PARTY ADVISORY FEES
252-215-9095